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 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-535- 2.73% |
$111K - $122K
|
19.1K
$5.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-537- 0.51% |
$111K - $123K
|
105K
$29M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-550- 17.09% |
$114K - $126K
|
2.67K
$737K
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-563- 1.32% |
$116K - $128K
|
42K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-568- 12.25% |
$117K - $130K
|
4.07K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-569- 3.06% |
$118K - $130K
|
18K
$4.98M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-570- 12.23% |
$118K - $130K
|
4.09K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-571- 4.05% |
$118K - $130K
|
13.5K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-577- 6.24% |
$119K - $132K
|
8.67K
$2.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-583- 6.21% |
$120K - $133K
|
8.81K
$2.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-585- 1.67% |
$121K - $134K
|
34.5K
$9.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-586- 6.87% |
$121K - $134K
|
7.95K
$2.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-603- 36.48% |
$125K - $138K
|
1.05K
$290K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-607- 1.68% |
$125K - $139K
|
35.6K
$9.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-636- 1.88% |
$131K - $145K
|
33.1K
$9.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-638- 8.81% |
$132K - $146K
|
6.6K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-654- 36.54% |
$135K - $149K
|
1.14K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-659- 7.14% |
$136K - $150K
|
8.57K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-665- 1.97% |
$137K - $152K
|
33.1K
$9.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-677- 14.13% |
$140K - $155K
|
4.12K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-678- 0.74% |
$140K - $155K
|
91.3K
$25.2M
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-702- 3.18% |
$145K - $160K
|
21.3K
$5.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-714- 3.11% |
$148K - $163K
|
22.3K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-715- 1.24% |
$148K - $163K
|
56.9K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-715- 5.49% |
$148K - $163K
|
12.3K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-716- 2.05% |
$148K - $163K
|
34.2K
$9.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-725- 14.77% |
$150K - $165K
|
4.19K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-725- 8.78% |
$150K - $165K
|
7.53K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-726- 3.86% |
$150K - $166K
|
18.1K
$5M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-735- 7.42% |
$152K - $168K
|
9.17K
$2.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-759- 6.5% |
$157K - $173K
|
10.9K
$3.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-763- 4.03% |
$158K - $174K
|
18.2K
$5.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-769- 6.48% |
$159K - $176K
|
11.1K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-791- 10.07% |
$163K - $181K
|
7.07K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-817- 1.73% |
$169K - $186K
|
46.3K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-821- 3.61% |
$170K - $187K
|
22K
$6.07M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-821- 3.61% |
$170K - $187K
|
22K
$6.07M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-822- 69.54% |
$170K - $188K
|
360
$99.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-823- 41.38% |
$170K - $188K
|
1.17K
$322K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-829- 0.15% |
$171K - $189K
|
556K
$154M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-854- 1.79% |
$176K - $195K
|
46.9K
$13M
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-859- 0.72% |
$177K - $196K
|
119K
$32.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-869- 2.71% |
$180K - $198K
|
31.2K
$8.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-885- 31.78% |
$183K - $202K
|
1.9K
$525K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-888- 2.48% |
$183K - $203K
|
34.9K
$9.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-901- 3.19% |
$186K - $206K
|
27.4K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-901- 1.02% |
$186K - $206K
|
87.5K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-912- 1.15% |
$188K - $208K
|
78.4K
$21.7M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-920Closed |
$190K - $210K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-923- 27.77% |
$191K - $211K
|
2.4K
$663K
|