Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
65+ 2.22% |
$12.7K - $15.2K
|
2.99K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
64New |
$12.5K - $15K
|
64
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
64+ 1.05% |
$12.5K - $15K
|
6.17K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 2.41% |
$12.1K - $14.5K
|
2.63K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
60+ 2.2% |
$11.7K - $14K
|
2.79K
$751K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.23% |
$11.5K - $13.8K
|
26.1K
$7.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
58+ 1.37% |
$11.3K - $13.6K
|
4.28K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
56+ 0.92% |
$11K - $13.1K
|
6.15K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
56+ 0.49% |
$11K - $13.1K
|
11.6K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
54+ 5.42% |
$10.6K - $12.6K
|
1.05K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
53New |
$10.4K - $12.4K
|
53
$14.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
52+ 5.0% |
$10.2K - $12.2K
|
1.09K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
52+ 52.0% |
$10.2K - $12.2K
|
152
$40.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 6.87% |
$9.78K - $11.7K
|
778
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
50+ 6.84% |
$9.78K - $11.7K
|
781
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
49+ 1.32% |
$9.59K - $11.5K
|
3.76K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
49+ 1.31% |
$9.59K - $11.5K
|
3.78K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
46+ 2.78% |
$9K - $10.8K
|
1.7K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
46+ 0.67% |
$9K - $10.8K
|
6.95K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 3.09% |
$8.8K - $10.5K
|
1.5K
$404K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
45New |
$8.8K - $10.5K
|
45
$12.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
44+ 1.54% |
$8.61K - $10.3K
|
2.91K
$783K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
43+ 8.24% |
$8.41K - $10.1K
|
565
$152K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
43+ 0.5% |
$8.41K - $10.1K
|
8.62K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
43+ 0.65% |
$8.41K - $10.1K
|
6.69K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
43+ 0.49% |
$8.41K - $10.1K
|
8.85K
$2.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 1.56% |
$8.22K - $9.83K
|
2.74K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42+ 1.73% |
$8.22K - $9.83K
|
2.47K
$663K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
42New |
$8.22K - $9.83K
|
42
$11.3K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
41New |
$8.02K - $9.59K
|
41
$11K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
39+ 3.08% |
$7.63K - $9.12K
|
1.31K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39+ 4.16% |
$7.63K - $9.12K
|
976
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
39New |
$7.63K - $9.12K
|
39
$10.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 1.56% |
$6.85K - $8.19K
|
2.29K
$615K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
34New |
$6.65K - $7.95K
|
34
$9.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
34+ 0.56% |
$6.65K - $7.95K
|
6.14K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
34+ 2.75% |
$6.65K - $7.95K
|
1.27K
$342K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
34+ 0.77% |
$6.65K - $7.95K
|
4.44K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
33+ 0.05% |
$6.46K - $7.72K
|
62.6K
$16.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
31+ 0.22% |
$6.07K - $7.25K
|
14K
$3.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 1.88% |
$5.87K - $7.02K
|
1.63K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
29+ 0.19% |
$5.67K - $6.78K
|
15.7K
$4.23M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 25.66% |
$5.67K - $6.78K
|
142
$38.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 1.42% |
$5.48K - $6.55K
|
2K
$537K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
27+ 1.59% |
$5.28K - $6.32K
|
1.72K
$464K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
26+ 1.21% |
$5.09K - $6.08K
|
2.17K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.26% |
$5.09K - $6.08K
|
9.95K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
26+ 0.75% |
$5.09K - $6.08K
|
3.49K
$939K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
25+ 1.81% |
$4.89K - $5.85K
|
1.41K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
25+ 1.69% |
$4.89K - $5.85K
|
1.5K
$404K
|