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 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$207 - $228
|
861
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.03% |
$207 - $228
|
2.92K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.02% |
$207 - $228
|
4.6K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$207 - $228
|
1.88K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.04% |
$207 - $228
|
2.25K
$605K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.36% |
$207 - $228
|
275
$74K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$207 - $228
|
175
$47.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1- 0.09% |
$207 - $228
|
1.14K
$307K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1- 0.05% |
$207 - $228
|
2.19K
$588K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 50.0% |
$207 - $228
|
1
$269
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 2.86% |
$207 - $228
|
34
$9.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2- 2.6% |
$413 - $456
|
75
$20.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.13% |
$413 - $456
|
1.5K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.23% |
$413 - $456
|
878
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2- 0.1% |
$413 - $456
|
2.09K
$561K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3- 0.08% |
$620 - $685
|
3.84K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3- 0.22% |
$620 - $685
|
1.34K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3- 0.08% |
$620 - $685
|
3.57K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-3- 0.19% |
$620 - $685
|
1.55K
$417K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4- -0.0% |
$826 - $913
|
91.5K
$24.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4- 0.19% |
$826 - $913
|
2.12K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.41% |
$826 - $913
|
969
$261K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.11% |
$1.03K - $1.14K
|
4.56K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5- 0.1% |
$1.03K - $1.14K
|
4.92K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5- 0.2% |
$1.03K - $1.14K
|
2.53K
$681K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5- 0.05% |
$1.03K - $1.14K
|
10.6K
$2.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 0.46% |
$1.24K - $1.37K
|
1.3K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-6- 0.33% |
$1.24K - $1.37K
|
1.79K
$481K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.11% |
$1.24K - $1.37K
|
5.31K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-7- 0.72% |
$1.45K - $1.6K
|
971
$261K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-7- 0.37% |
$1.45K - $1.6K
|
1.87K
$502K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.17% |
$1.45K - $1.6K
|
4.17K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 0.33% |
$1.45K - $1.6K
|
2.09K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-7- 70.0% |
$1.45K - $1.6K
|
3
$807
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-8- 0.05% |
$1.65K - $1.83K
|
15.7K
$4.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-8- 0.22% |
$1.65K - $1.83K
|
3.55K
$956K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 0.4% |
$1.65K - $1.83K
|
1.97K
$530K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-8- 0.6% |
$1.65K - $1.83K
|
1.33K
$357K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.53% |
$1.86K - $2.05K
|
1.7K
$457K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-9- 0.01% |
$1.86K - $2.05K
|
62.2K
$16.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-9- 0.76% |
$1.86K - $2.05K
|
1.17K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-9- 0.79% |
$1.86K - $2.05K
|
1.13K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9- 0.77% |
$1.86K - $2.05K
|
1.16K
$312K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10- 83.33% |
$2.07K - $2.28K
|
2
$538
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10- 0.55% |
$2.07K - $2.28K
|
1.8K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.68% |
$2.07K - $2.28K
|
1.46K
$392K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-11- 0.8% |
$2.27K - $2.51K
|
1.37K
$368K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 1.08% |
$2.27K - $2.51K
|
1.01K
$271K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11- 0.94% |
$2.27K - $2.51K
|
1.16K
$312K
|