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 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
7.25K+ 8.37% |
$1.42M - $1.7M
|
93.8K
$25.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7.09K+ 1.9% |
$1.39M - $1.66M
|
381K
$102M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.05K+ 36.64% |
$1.38M - $1.65M
|
26.3K
$7.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.95K+ 2.37% |
$1.36M - $1.63M
|
300K
$80.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.84K+ 290.89% |
$1.34M - $1.6M
|
9.19K
$2.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
6.63K+ 8.06% |
$1.3M - $1.55M
|
88.9K
$23.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
6.61K+ 13.05% |
$1.29M - $1.55M
|
57.3K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.6K+ 246.08% |
$1.29M - $1.54M
|
9.28K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.49K+ 24.95% |
$1.27M - $1.52M
|
32.5K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 32.82% |
$1.26M - $1.51M
|
26K
$7.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.38K+ 2.73% |
$1.25M - $1.49M
|
240K
$64.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.34K+ 5.73% |
$1.24M - $1.48M
|
117K
$31.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.33KNew |
$1.24M - $1.48M
|
6.33K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.31K+ 50.28% |
$1.23M - $1.48M
|
18.9K
$5.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
6.27K+ 2.51% |
$1.23M - $1.47M
|
256K
$68.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.22K+ 3.55% |
$1.22M - $1.46M
|
181K
$48.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
6.21K+ 36.99% |
$1.21M - $1.45M
|
23K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.19KNew |
$1.21M - $1.45M
|
6.19K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.12K+ 9.57% |
$1.2M - $1.43M
|
70K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.04K+ 909.04% |
$1.18M - $1.41M
|
6.7K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.97K+ 26.97% |
$1.17M - $1.4M
|
28.1K
$7.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.96K+ 16.57% |
$1.17M - $1.39M
|
41.9K
$11.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.95K+ 1.29% |
$1.16M - $1.39M
|
465K
$125M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
5.93K+ 178.22% |
$1.16M - $1.39M
|
9.26K
$2.49M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.87KNew |
$1.15M - $1.37M
|
5.87K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
5.87KNew |
$1.15M - $1.37M
|
5.87K
$1.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.82K+ 9.68% |
$1.14M - $1.36M
|
65.9K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.75KNew |
$1.13M - $1.35M
|
5.75K
$1.55M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.73KNew |
$1.12M - $1.34M
|
5.73K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.66K+ 11.5% |
$1.11M - $1.32M
|
54.8K
$14.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.65K+ 167.45% |
$1.11M - $1.32M
|
9.03K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.63K+ 2.96% |
$1.1M - $1.32M
|
196K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.63K+ 17.81% |
$1.1M - $1.32M
|
37.3K
$10M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.57KNew |
$1.09M - $1.3M
|
5.57K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.46K+ 11.05% |
$1.07M - $1.28M
|
54.8K
$14.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.38K+ 2.43% |
$1.05M - $1.26M
|
227K
$61.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.38K+ 1.69% |
$1.05M - $1.26M
|
325K
$87.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.37KNew |
$1.05M - $1.26M
|
5.37K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.36K+ 36.08% |
$1.05M - $1.25M
|
20.2K
$5.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.34K+ 3.46% |
$1.05M - $1.25M
|
160K
$43M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.31K+ 2.25% |
$1.04M - $1.24M
|
241K
$64.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.23K+ 14.38% |
$1.02M - $1.22M
|
41.6K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.23K+ 13.84% |
$1.02M - $1.22M
|
43K
$11.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.18K+ 12.25% |
$1.01M - $1.21M
|
47.4K
$12.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.17KNew |
$1.01M - $1.21M
|
5.17K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.14K+ 9.62% |
$1.01M - $1.2M
|
58.6K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
5.11KNew |
$1M - $1.2M
|
5.11K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
5.09K+ 4.06% |
$996K - $1.19M
|
130K
$35.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.08K+ 531.28% |
$994K - $1.19M
|
6.04K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.07KNew |
$991K - $1.19M
|
5.07K
$1.36M
|