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
|
Orion Capital Management LLC
|
BUY
|
- |
143New |
$29.5K - $32.6K
|
143
$38.5K
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
142+ 12.99% |
$29.3K - $32.4K
|
1.24K
$332K
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
142+ 0.22% |
$29.3K - $32.4K
|
65.1K
$17.5M
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
142+ 13.79% |
$29.3K - $32.4K
|
1.17K
$315K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
141New |
$29.1K - $32.2K
|
141
$37.9K
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
140+ 12.31% |
$28.9K - $32K
|
1.28K
$344K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
138+ 0.97% |
$28.5K - $31.5K
|
14.3K
$3.86M
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
137+ 6.6% |
$28.3K - $31.3K
|
2.21K
$595K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
137+ 0.6% |
$28.3K - $31.3K
|
23.1K
$6.21M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 295.65% |
$28.1K - $31K
|
182
$49K
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
136New |
$28.1K - $31K
|
136
$36.6K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
135+ 6.55% |
$27.9K - $30.8K
|
2.2K
$591K
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
133+ 0.51% |
$27.5K - $30.4K
|
26.3K
$7.07M
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
133+ 14.43% |
$27.5K - $30.4K
|
1.06K
$284K
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
133+ 4.28% |
$27.5K - $30.4K
|
3.24K
$872K
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
133+ 12.17% |
$27.5K - $30.4K
|
1.23K
$330K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
131+ 0.28% |
$27.1K - $29.9K
|
46.5K
$12.5M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
130+ 1.65% |
$26.9K - $29.7K
|
8.01K
$2.15M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
130+ 2.94% |
$26.9K - $29.7K
|
4.55K
$1.22M
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
128+ 0.81% |
$26.4K - $29.2K
|
15.9K
$4.27M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
127+ 201.59% |
$26.2K - $29K
|
190
$51.1K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
126+ 2.81% |
$26K - $28.8K
|
4.61K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
125+ 99.21% |
$25.8K - $28.5K
|
251
$67.5K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
124+ 2.52% |
$25.6K - $28.3K
|
5.04K
$1.36M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
123+ 0.51% |
$25.4K - $28.1K
|
24.3K
$6.55M
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
122+ 6.61% |
$25.2K - $27.8K
|
1.97K
$529K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
120+ 7.42% |
$24.8K - $27.4K
|
1.74K
$468K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
120+ 0.96% |
$24.8K - $27.4K
|
12.6K
$3.4M
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
118+ 6.69% |
$24.4K - $26.9K
|
1.88K
$506K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
116+ 2.9% |
$24K - $26.5K
|
4.12K
$1.11M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
116+ 4.08% |
$24K - $26.5K
|
2.96K
$797K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
115+ 5.58% |
$23.8K - $26.2K
|
2.18K
$585K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
111+ 213.46% |
$22.9K - $25.3K
|
163
$43.9K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110New |
$22.7K - $25.1K
|
110
$29.6K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
110+ 1.49% |
$22.7K - $25.1K
|
7.47K
$2.01M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
108+ 3.67% |
$22.3K - $24.6K
|
3.05K
$821K
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
107+ 0.28% |
$22.1K - $24.4K
|
38.3K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
106+ 1.19% |
$21.9K - $24.2K
|
9K
$2.42M
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 10.86% |
$21.9K - $24.2K
|
1.08K
$291K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
105+ 0.22% |
$21.7K - $24K
|
48.7K
$13.1M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
104+ 8.11% |
$21.5K - $23.7K
|
1.39K
$373K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
104+ 7.67% |
$21.5K - $23.7K
|
1.46K
$393K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 1.91% |
$21.1K - $23.3K
|
5.44K
$1.46M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
101+ 0.9% |
$20.9K - $23.1K
|
11.3K
$3.04M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
101+ 7.1% |
$20.9K - $23.1K
|
1.52K
$410K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
100+ 1.84% |
$20.7K - $22.8K
|
5.52K
$1.49M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
96+ 0.06% |
$19.8K - $21.9K
|
164K
$44.2M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
95+ 0.53% |
$19.6K - $21.7K
|
17.9K
$4.81M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
93+ 3.78% |
$19.2K - $21.2K
|
2.56K
$688K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
91+ 7.33% |
$18.8K - $20.8K
|
1.33K
$359K
|