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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-86- 5.39% |
$16.8K - $20.1K
|
1.51K
$406K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-87- 0.78% |
$17K - $20.4K
|
11.1K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-87- 8.55% |
$17K - $20.4K
|
930
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-87- 1.42% |
$17K - $20.4K
|
6.03K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-89- 2.98% |
$17.4K - $20.8K
|
2.89K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-89- 5.14% |
$17.4K - $20.8K
|
1.64K
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-90- 0.95% |
$17.6K - $21.1K
|
9.41K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-93- 2.58% |
$18.2K - $21.8K
|
3.52K
$946K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-93- 5.57% |
$18.2K - $21.8K
|
1.58K
$424K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-93- 2.27% |
$18.2K - $21.8K
|
4K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-96- 1.84% |
$18.8K - $22.5K
|
5.12K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-97- 0.76% |
$19K - $22.7K
|
12.7K
$3.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-98- 0.88% |
$19.2K - $22.9K
|
11.1K
$2.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-99- 3.0% |
$19.4K - $23.2K
|
3.2K
$862K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-100- 9.43% |
$19.6K - $23.4K
|
961
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.28% |
$19.6K - $23.4K
|
7.71K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 7.95% |
$19.6K - $23.4K
|
1.16K
$312K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 4.15% |
$19.6K - $23.4K
|
2.31K
$622K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-100- 4.55% |
$19.6K - $23.4K
|
2.1K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-100- 2.2% |
$19.6K - $23.4K
|
4.46K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-100- 7.5% |
$19.6K - $23.4K
|
1.23K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-101- 3.14% |
$19.8K - $23.6K
|
3.12K
$839K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-101- 1.28% |
$19.8K - $23.6K
|
7.76K
$2.09M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-103- 6.12% |
$20.2K - $24.1K
|
1.58K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-104- 5.79% |
$20.3K - $24.3K
|
1.69K
$456K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-105- 3.88% |
$20.5K - $24.6K
|
2.6K
$700K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-106- 0.48% |
$20.7K - $24.8K
|
22.1K
$5.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-106- 0.95% |
$20.7K - $24.8K
|
11.1K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-106- 9.8% |
$20.7K - $24.8K
|
976
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-107- 2.32% |
$20.9K - $25K
|
4.51K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-108- 2.53% |
$21.1K - $25.3K
|
4.15K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-110- 7.31% |
$21.5K - $25.7K
|
1.39K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-113- 9.32% |
$22.1K - $26.4K
|
1.1K
$296K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-115- 4.31% |
$22.5K - $26.9K
|
2.55K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-115- 8.3% |
$22.5K - $26.9K
|
1.27K
$342K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-116- 2.68% |
$22.7K - $27.1K
|
4.21K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-117- 8.05% |
$22.9K - $27.4K
|
1.34K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-117- 2.22% |
$22.9K - $27.4K
|
5.16K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-117- 50.21% |
$22.9K - $27.4K
|
116
$31.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-118- 0.35% |
$23.1K - $27.6K
|
33.8K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-118- 9.54% |
$23.1K - $27.6K
|
1.12K
$301K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-119- 1.32% |
$23.3K - $27.8K
|
8.9K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-119- 1.85% |
$23.3K - $27.8K
|
6.33K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-120- 0.14% |
$23.5K - $28.1K
|
85.5K
$23M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-121- 10.07% |
$23.7K - $28.3K
|
1.08K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-122- 6.2% |
$23.9K - $28.5K
|
1.85K
$496K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-124- 2.63% |
$24.3K - $29K
|
4.6K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-124- 0.31% |
$24.3K - $29K
|
40.3K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-125- 10.05% |
$24.5K - $29.2K
|
1.12K
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-127- 66.84% |
$24.8K - $29.7K
|
63
$17K
|