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
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.41K+ 1.52% |
$472K - $564K
|
161K
$43.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.38K+ 133.88% |
$465K - $557K
|
4.16K
$1.12M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.37KNew |
$463K - $553K
|
2.37K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 479.11% |
$462K - $553K
|
2.86K
$768K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.33KNew |
$456K - $545K
|
2.33K
$627K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.33K+ 2.11% |
$455K - $545K
|
113K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.3K+ 190.73% |
$451K - $539K
|
3.51K
$945K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.3KNew |
$451K - $539K
|
2.3K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 2.28% |
$448K - $536K
|
103K
$27.6M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
2.29KNew |
$447K - $535K
|
2.29K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.24KNew |
$439K - $525K
|
2.24K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.24K+ 44.76% |
$437K - $523K
|
7.23K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.23KNew |
$435K - $521K
|
2.23K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.22K+ 7.47% |
$434K - $518K
|
31.9K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.2KNew |
$431K - $516K
|
2.2K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.19KNew |
$428K - $512K
|
2.19K
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$428K - $512K
|
2.19K
$588K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.18K+ 164.78% |
$427K - $510K
|
3.5K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.17K+ 9.55% |
$424K - $507K
|
24.9K
$6.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.16K+ 5.26% |
$423K - $506K
|
43.3K
$11.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.15K+ 8.09% |
$421K - $503K
|
28.7K
$7.73M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.15KNew |
$421K - $503K
|
2.15K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.13K+ 13.12% |
$417K - $499K
|
18.4K
$4.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.1KNew |
$411K - $492K
|
2.1K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.09K+ 8.19% |
$408K - $488K
|
27.6K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.09KNew |
$408K - $488K
|
2.09K
$562K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.07K+ 4.48% |
$405K - $484K
|
48.3K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.06K+ 22.64% |
$404K - $483K
|
11.2K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.05K+ 3.43% |
$401K - $479K
|
61.8K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.05K+ 4.66% |
$400K - $479K
|
45.9K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$399K - $477K
|
2.04K
$548K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.03K+ 1.72% |
$397K - $475K
|
120K
$32.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6.35% |
$393K - $470K
|
33.7K
$9.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.01K+ 3.9% |
$393K - $470K
|
53.5K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2K+ 128.99% |
$391K - $467K
|
3.55K
$954K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2K+ 94.55% |
$391K - $467K
|
4.11K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.99K+ 22.15% |
$390K - $466K
|
11K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.98K+ 4.1% |
$388K - $464K
|
50.4K
$13.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.98K+ 15.91% |
$387K - $462K
|
14.4K
$3.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.97K+ 43.78% |
$385K - $461K
|
6.47K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.96K+ 157.52% |
$383K - $458K
|
3.2K
$861K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.94K+ 1.42% |
$379K - $453K
|
138K
$37.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.92KNew |
$375K - $449K
|
1.92K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.91K+ 100.42% |
$373K - $446K
|
3.81K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.87K+ 4.04% |
$366K - $437K
|
48.2K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.85K+ 44.87% |
$363K - $434K
|
5.98K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.84K+ 1.52% |
$361K - $431K
|
123K
$33.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.81K+ 18.5% |
$354K - $423K
|
11.6K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 19.57% |
$351K - $420K
|
11K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.79KNew |
$350K - $418K
|
1.79K
$481K
|