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 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.28KNew |
$641K - $767K
|
3.28K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.28K+ 4.15% |
$641K - $766K
|
82.2K
$22.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.23K+ 10.07% |
$631K - $754K
|
35.3K
$9.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.22KNew |
$630K - $753K
|
3.22K
$866K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.21K+ 2.14% |
$628K - $751K
|
153K
$41.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.2K+ 9.17% |
$627K - $749K
|
38.1K
$10.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.2K+ 1.77% |
$627K - $749K
|
184K
$49.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.18K+ 4.05% |
$622K - $744K
|
81.7K
$22M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
3.18K+ 1.7% |
$622K - $743K
|
190K
$51M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.18KNew |
$621K - $743K
|
3.18K
$854K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
3.17K+ 5977.36% |
$620K - $741K
|
3.22K
$867K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.16K+ 11.36% |
$618K - $739K
|
31K
$8.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.09K+ 9.74% |
$605K - $724K
|
34.8K
$9.38M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.06K+ 120.84% |
$599K - $716K
|
5.59K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.05K+ 6.69% |
$598K - $714K
|
48.7K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.05KNew |
$597K - $714K
|
3.05K
$821K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.03K+ 4.08% |
$593K - $709K
|
77.3K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.03KNew |
$592K - $708K
|
3.03K
$815K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.03K+ 11.29% |
$592K - $708K
|
29.8K
$8.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
3.02K+ 11.32% |
$592K - $707K
|
29.7K
$8M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.96KNew |
$580K - $693K
|
2.96K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
2.94K+ 4.36% |
$574K - $687K
|
70.2K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.91K+ 9.25% |
$570K - $681K
|
34.4K
$9.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2.89K+ 3.19% |
$565K - $675K
|
93.3K
$25.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
2.89K+ 107.45% |
$564K - $675K
|
5.57K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.88KNew |
$564K - $674K
|
2.88K
$776K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.88K+ 6.49% |
$564K - $674K
|
47.3K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.81K+ 2.78% |
$549K - $657K
|
104K
$27.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
2.81K+ 5.12% |
$549K - $657K
|
57.7K
$15.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.81K+ 9.05% |
$549K - $656K
|
33.8K
$9.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.79K+ 25.54% |
$546K - $653K
|
13.7K
$3.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.76K+ 6.07% |
$540K - $646K
|
48.3K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.74K+ 7.72% |
$535K - $640K
|
38.1K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.73K+ 2.68% |
$535K - $639K
|
105K
$28.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.73KNew |
$533K - $638K
|
2.73K
$733K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.72K+ 4.38% |
$533K - $637K
|
64.9K
$17.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.7K+ 9.16% |
$529K - $632K
|
32.2K
$8.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.7K+ 39.92% |
$528K - $631K
|
9.45K
$2.54M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.69K+ 267.23% |
$527K - $630K
|
3.7K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.69KNew |
$525K - $628K
|
2.69K
$722K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.6K+ 155.41% |
$509K - $608K
|
4.27K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.58K+ 40.92% |
$505K - $603K
|
8.88K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.57KNew |
$503K - $601K
|
2.57K
$691K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.55K+ 4.64% |
$499K - $597K
|
57.5K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.52K+ 2.87% |
$492K - $588K
|
90.1K
$24.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.5K+ 7.94% |
$489K - $584K
|
33.9K
$9.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.48KNew |
$484K - $579K
|
2.48K
$666K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.43K+ 22.11% |
$476K - $569K
|
13.4K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.42K+ 8.77% |
$473K - $566K
|
30K
$8.07M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.41KNew |
$472K - $565K
|
2.41K
$650K
|