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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-31- 0.73% |
$6.4K - $7.08K
|
4.22K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-32- 9.04% |
$6.61K - $7.3K
|
322
$86.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-34- 18.78% |
$7.02K - $7.76K
|
147
$39.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-34- 0.66% |
$7.02K - $7.76K
|
5.11K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-34- 0.74% |
$7.02K - $7.76K
|
4.57K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-35- 35.0% |
$7.23K - $7.99K
|
65
$17.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.49% |
$7.23K - $7.99K
|
2.32K
$623K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-36- 2.26% |
$7.44K - $8.22K
|
1.56K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-36- 0.08% |
$7.44K - $8.22K
|
43.4K
$11.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-37- 3.7% |
$7.64K - $8.44K
|
963
$259K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-37- 0.86% |
$7.64K - $8.44K
|
4.26K
$1.15M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-37- 16.97% |
$7.64K - $8.44K
|
181
$48.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-39- 0.44% |
$8.06K - $8.9K
|
8.81K
$2.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-39- 9.63% |
$8.06K - $8.9K
|
366
$98.5K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-40- 0.92% |
$8.26K - $9.13K
|
4.31K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-41- 1.39% |
$8.47K - $9.36K
|
2.91K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-41- 0.68% |
$8.47K - $9.36K
|
6.01K
$1.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-42- 0.37% |
$8.68K - $9.59K
|
11.2K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 7.85% |
$8.68K - $9.59K
|
493
$133K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-43- 0.15% |
$8.88K - $9.81K
|
28.7K
$7.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-45- 1.27% |
$9.3K - $10.3K
|
3.51K
$944K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-45- 3.96% |
$9.3K - $10.3K
|
1.09K
$293K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-45- 0.57% |
$9.3K - $10.3K
|
7.85K
$2.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-45- 2.88% |
$9.3K - $10.3K
|
1.52K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-46- 1.06% |
$9.5K - $10.5K
|
4.31K
$1.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-47- 3.91% |
$9.71K - $10.7K
|
1.16K
$311K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-47- 4.27% |
$9.71K - $10.7K
|
1.05K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-48- 1.88% |
$9.92K - $11K
|
2.5K
$672K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-48- 1.99% |
$9.92K - $11K
|
2.36K
$635K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-50- 4.5% |
$10.3K - $11.4K
|
1.06K
$285K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-50- 3.13% |
$10.3K - $11.4K
|
1.55K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-50- 0.67% |
$10.3K - $11.4K
|
7.39K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50- 13.3% |
$10.3K - $11.4K
|
326
$87.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 30.67% |
$10.3K - $11.4K
|
113
$30.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-53- 0.08% |
$10.9K - $12.1K
|
65.3K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-53- 10.04% |
$10.9K - $12.1K
|
475
$128K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-55- 1.8% |
$11.4K - $12.6K
|
3K
$807K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-56- 0.59% |
$11.6K - $12.8K
|
9.45K
$2.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-57- 0.66% |
$11.8K - $13K
|
8.6K
$2.31M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-57- 2.8% |
$11.8K - $13K
|
1.98K
$532K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-58- 52.25% |
$12K - $13.2K
|
53
$14.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-59- 4.68% |
$12.2K - $13.5K
|
1.2K
$323K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-59- 1.41% |
$12.2K - $13.5K
|
4.14K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-60- 0.7% |
$12.4K - $13.7K
|
8.54K
$2.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-60- 2.46% |
$12.4K - $13.7K
|
2.38K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 1.8% |
$12.4K - $13.7K
|
3.28K
$882K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-61- 16.27% |
$12.6K - $13.9K
|
314
$84.5K
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-62- 3.03% |
$12.8K - $14.2K
|
1.98K
$534K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-63- 0.27% |
$13K - $14.4K
|
23.6K
$6.36M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-63- 4.72% |
$13K - $14.4K
|
1.27K
$343K
|