Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13.8K+ 3.26% |
$2.69M - $3.22M
|
436K
$115M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.2KNew |
$2.58M - $3.09M
|
13.2K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
13.1K+ 46.0% |
$2.57M - $3.07M
|
41.7K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
13.1KNew |
$2.55M - $3.05M
|
13.1K
$3.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.9K+ 42.92% |
$2.52M - $3.01M
|
42.8K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.6KNew |
$2.47M - $2.96M
|
12.6K
$3.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
12.4K+ 185.65% |
$2.42M - $2.89M
|
19K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.3K+ 28.06% |
$2.42M - $2.89M
|
56.3K
$14.8M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 114.81% |
$2.36M - $2.83M
|
22.6K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
11.6K+ 6.12% |
$2.26M - $2.7M
|
201K
$52.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11.3KNew |
$2.21M - $2.65M
|
11.3K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
11KNew |
$2.14M - $2.56M
|
11K
$2.88M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10.8K+ 3.78% |
$2.12M - $2.53M
|
297K
$78.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 3.47% |
$2.08M - $2.48M
|
316K
$83M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
10.4K+ 3.19% |
$2.04M - $2.43M
|
337K
$88.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.3KNew |
$2.01M - $2.4M
|
10.3K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10.2K+ 1010.07% |
$2M - $2.39M
|
11.2K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.77K+ 17.17% |
$1.91M - $2.28M
|
66.6K
$17.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.73K+ 2.97% |
$1.9M - $2.28M
|
338K
$88.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.65K+ 2.92% |
$1.89M - $2.26M
|
340K
$89.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.57K+ 12.68% |
$1.87M - $2.24M
|
85K
$22.3M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.51KNew |
$1.86M - $2.22M
|
9.51K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9.43K+ 10.92% |
$1.85M - $2.21M
|
95.8K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.41K+ 8.62% |
$1.84M - $2.2M
|
119K
$31.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.26K+ 4.09% |
$1.81M - $2.17M
|
236K
$61.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
8.93KNew |
$1.75M - $2.09M
|
8.93K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.9K+ 8.81% |
$1.74M - $2.08M
|
110K
$28.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
8.87K+ 179.7% |
$1.74M - $2.08M
|
13.8K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.8KNew |
$1.72M - $2.06M
|
8.8K
$2.31M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8.76KNew |
$1.71M - $2.05M
|
8.76K
$2.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.64K+ 91.59% |
$1.69M - $2.02M
|
18.1K
$4.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
8.56K+ 5.62% |
$1.67M - $2M
|
161K
$42.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.49K+ 315.64% |
$1.66M - $1.99M
|
11.2K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.33K+ 57.65% |
$1.63M - $1.95M
|
22.8K
$5.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.09K+ 15.13% |
$1.58M - $1.89M
|
61.5K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.06K+ 25.81% |
$1.58M - $1.89M
|
39.3K
$10.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
8.01K+ 49.85% |
$1.57M - $1.87M
|
24.1K
$6.33M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
8K+ 460.01% |
$1.56M - $1.87M
|
9.73K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.98K+ 121.24% |
$1.56M - $1.87M
|
14.6K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.92KNew |
$1.55M - $1.85M
|
7.92K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.91KNew |
$1.55M - $1.85M
|
7.91K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.89K+ 20.94% |
$1.54M - $1.85M
|
45.6K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.87KNew |
$1.54M - $1.84M
|
7.87K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7.85KNew |
$1.54M - $1.84M
|
7.85K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.62K+ 14.34% |
$1.49M - $1.78M
|
60.7K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.57KNew |
$1.48M - $1.77M
|
7.57K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
7.45KNew |
$1.46M - $1.74M
|
7.45K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.38K+ 266.67% |
$1.44M - $1.73M
|
10.1K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.36K+ 3.08% |
$1.44M - $1.72M
|
246K
$64.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7.31K+ 37.3% |
$1.43M - $1.71M
|
26.9K
$7.07M
|