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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.02K+ 66.04% |
$982K - $1.17M
|
12.6K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
4.87KNew |
$952K - $1.14M
|
4.87K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.84KNew |
$946K - $1.13M
|
4.84K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.82KNew |
$943K - $1.13M
|
4.82K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
4.78K+ 26.72% |
$935K - $1.12M
|
22.7K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.76K+ 11.37% |
$932K - $1.11M
|
46.6K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.73K+ 12.45% |
$925K - $1.11M
|
42.7K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.63K+ 0.39% |
$905K - $1.08M
|
1.19M
$320M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.57K+ 38.03% |
$894K - $1.07M
|
16.6K
$4.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.57K+ 14.56% |
$894K - $1.07M
|
35.9K
$9.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.51KNew |
$883K - $1.06M
|
4.51K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.49K+ 12.64% |
$879K - $1.05M
|
40K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.48K+ 23.93% |
$876K - $1.05M
|
23.2K
$6.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4.48K+ 39.46% |
$876K - $1.05M
|
15.8K
$4.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.41KNew |
$863K - $1.03M
|
4.41K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.37K+ 13.17% |
$855K - $1.02M
|
37.5K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.37KNew |
$855K - $1.02M
|
4.37K
$1.18M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.36KNew |
$853K - $1.02M
|
4.36K
$1.17M
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
4.36KNew |
$853K - $1.02M
|
4.36K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.28K+ 2.3% |
$838K - $1M
|
191K
$51.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.16K+ 4.33% |
$815K - $974K
|
100K
$27M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.13K+ 3.23% |
$808K - $966K
|
132K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.08K+ 47.05% |
$799K - $955K
|
12.8K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.08K+ 4.32% |
$798K - $955K
|
98.6K
$26.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
4.01K+ 10.28% |
$785K - $939K
|
43K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.96K+ 32.61% |
$775K - $926K
|
16.1K
$4.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.89K+ 115.83% |
$762K - $911K
|
7.25K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.86K+ 135.82% |
$756K - $904K
|
6.71K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.8K+ 9.75% |
$744K - $890K
|
42.8K
$11.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.78K+ 10.46% |
$739K - $883K
|
39.9K
$10.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.76KNew |
$736K - $880K
|
3.76K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.75KNew |
$734K - $878K
|
3.75K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.74KNew |
$731K - $874K
|
3.74K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.71K+ 1.59% |
$726K - $869K
|
238K
$63.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.7K+ 8.05% |
$724K - $865K
|
49.6K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.68K+ 10.83% |
$719K - $860K
|
37.6K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.66K+ 3.35% |
$717K - $857K
|
113K
$30.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.65K+ 6.13% |
$715K - $854K
|
63.2K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.61K+ 4.22% |
$707K - $845K
|
89.3K
$24M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.6K+ 6.2% |
$705K - $842K
|
61.7K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.51K+ 1.15% |
$686K - $820K
|
310K
$83.3M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
3.5K+ 45.27% |
$684K - $818K
|
11.2K
$3.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.48K+ 3.41% |
$681K - $814K
|
105K
$28.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
3.45K+ 11.67% |
$676K - $808K
|
33K
$8.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.39KNew |
$663K - $792K
|
3.39K
$911K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.38K+ 2.85% |
$662K - $791K
|
122K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.38K+ 4.37% |
$660K - $790K
|
80.6K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.37K+ 27.27% |
$660K - $789K
|
15.7K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.34K+ 81.12% |
$653K - $781K
|
7.45K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
3.29K+ 9.48% |
$643K - $769K
|
38K
$10.2M
|