Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
217+ 6.89% |
$44.8K - $49.5K
|
3.37K
$906K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
215+ 3.17% |
$44.4K - $49.1K
|
7.01K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
215+ 2.19% |
$44.4K - $49.1K
|
10K
$2.7M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
215+ 21.65% |
$44.4K - $49.1K
|
1.21K
$325K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
214+ 1.54% |
$44.2K - $48.8K
|
14.1K
$3.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
212+ 1.97% |
$43.8K - $48.4K
|
11K
$2.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
212+ 4.03% |
$43.8K - $48.4K
|
5.47K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
208+ 1.1% |
$43K - $47.5K
|
19.2K
$5.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
205+ 8.19% |
$42.4K - $46.8K
|
2.71K
$728K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
205+ 14.51% |
$42.4K - $46.8K
|
1.62K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
201+ 0.18% |
$41.5K - $45.9K
|
109K
$29.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
200+ 2.74% |
$41.3K - $45.6K
|
7.49K
$2.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
199+ 63.78% |
$41.1K - $45.4K
|
511
$137K
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
199+ 4.58% |
$41.1K - $45.4K
|
4.54K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
195+ 54.32% |
$40.3K - $44.5K
|
554
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
195+ 0.59% |
$40.3K - $44.5K
|
33.5K
$9M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
195+ 4.66% |
$40.3K - $44.5K
|
4.38K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
194+ 2.93% |
$40.1K - $44.3K
|
6.81K
$1.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
191+ 5.04% |
$39.5K - $43.6K
|
3.98K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
191+ 2.23% |
$39.5K - $43.6K
|
8.74K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
188+ 8.91% |
$38.8K - $42.9K
|
2.3K
$618K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
185+ 1.27% |
$38.2K - $42.2K
|
14.8K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
180+ 2.12% |
$37.2K - $41.1K
|
8.68K
$2.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
178+ 1.92% |
$36.8K - $40.6K
|
9.43K
$2.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
178+ 166.36% |
$36.8K - $40.6K
|
285
$76.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
178+ 9.26% |
$36.8K - $40.6K
|
2.1K
$565K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
178+ 3.49% |
$36.8K - $40.6K
|
5.27K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
175+ 1.9% |
$36.2K - $39.9K
|
9.38K
$2.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 1.17% |
$36.2K - $39.9K
|
15.2K
$4.09M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
171+ 0.42% |
$35.3K - $39K
|
41.1K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
171New |
$35.3K - $39K
|
171
$46K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 3.98% |
$34.9K - $38.6K
|
4.41K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
168+ 13.55% |
$34.7K - $38.3K
|
1.41K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
166+ 2.25% |
$34.3K - $37.9K
|
7.56K
$2.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
161+ 0.24% |
$33.3K - $36.7K
|
65.9K
$17.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
161+ 9.26% |
$33.3K - $36.7K
|
1.9K
$511K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
159+ 13.61% |
$32.8K - $36.3K
|
1.33K
$357K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
156+ 4.88% |
$32.2K - $35.6K
|
3.36K
$903K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
156+ 7.81% |
$32.2K - $35.6K
|
2.15K
$580K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
155+ 14.05% |
$32K - $35.4K
|
1.26K
$338K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
153New |
$31.6K - $34.9K
|
153
$41.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
151+ 1.35% |
$31.2K - $34.5K
|
11.3K
$3.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
150+ 15.51% |
$31K - $34.2K
|
1.12K
$301K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 3.75% |
$31K - $34.2K
|
4.15K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$31K - $34.2K
|
150
$40.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150+ 0.9% |
$31K - $34.2K
|
16.8K
$4.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
148+ 5.82% |
$30.6K - $33.8K
|
2.69K
$724K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
148+ 4.23% |
$30.6K - $33.8K
|
3.65K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
147+ 3.69% |
$30.4K - $33.5K
|
4.13K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
145+ 12.55% |
$30K - $33.1K
|
1.3K
$350K
|