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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-129- 0.63% |
$25.2K - $30.2K
|
20.4K
$5.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-132- 6.67% |
$25.8K - $30.9K
|
1.85K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-133- 3.95% |
$26K - $31.1K
|
3.24K
$870K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-134- 11.43% |
$26.2K - $31.3K
|
1.04K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-137- 6.09% |
$26.8K - $32.1K
|
2.11K
$568K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-138- 4.4% |
$27K - $32.3K
|
3K
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-138- 0.41% |
$27K - $32.3K
|
33.3K
$8.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-140- 1.01% |
$27.4K - $32.8K
|
13.7K
$3.68M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-140- 3.42% |
$27.4K - $32.8K
|
3.95K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-140- 2.84% |
$27.4K - $32.8K
|
4.79K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-142- 5.97% |
$27.8K - $33.2K
|
2.24K
$602K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-145- 0.85% |
$28.4K - $33.9K
|
16.8K
$4.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-146- 0.43% |
$28.6K - $34.2K
|
34.2K
$9.19M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-150- 5.74% |
$29.3K - $35.1K
|
2.46K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-153- 0.81% |
$29.9K - $35.8K
|
18.8K
$5.07M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-154- 8.44% |
$30.1K - $36K
|
1.67K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-157- 1.78% |
$30.7K - $36.7K
|
8.65K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.2% |
$30.9K - $37K
|
3.6K
$969K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-159- 5.76% |
$31.1K - $37.2K
|
2.6K
$700K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-160- 4.12% |
$31.3K - $37.4K
|
3.72K
$1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-160- 7.43% |
$31.3K - $37.4K
|
1.99K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-165- 16.99% |
$32.3K - $38.6K
|
806
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-169- 13.23% |
$33.1K - $39.5K
|
1.11K
$298K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-173- 3.76% |
$33.8K - $40.5K
|
4.43K
$1.19M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-174- 4.89% |
$34K - $40.7K
|
3.39K
$911K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-175- 4.06% |
$34.2K - $40.9K
|
4.13K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-176- 1.37% |
$34.4K - $41.2K
|
12.7K
$3.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-178- 8.48% |
$34.8K - $41.6K
|
1.92K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-178- 0.7% |
$34.8K - $41.6K
|
25.2K
$6.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-182- 0.4% |
$35.6K - $42.6K
|
45.9K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-182- 4.73% |
$35.6K - $42.6K
|
3.67K
$987K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-183- 1.86% |
$35.8K - $42.8K
|
9.68K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-183- 4.02% |
$35.8K - $42.8K
|
4.37K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-184- 3.88% |
$36K - $43K
|
4.55K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-188- 1.39% |
$36.8K - $44K
|
13.4K
$3.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-188- 8.18% |
$36.8K - $44K
|
2.11K
$568K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.99% |
$37K - $44.2K
|
19K
$5.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-189- 5.77% |
$37K - $44.2K
|
3.09K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-190- 12.3% |
$37.2K - $44.5K
|
1.36K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-196- 8.5% |
$38.3K - $45.9K
|
2.11K
$567K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-198- 1.54% |
$38.7K - $46.3K
|
12.6K
$3.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-198- 4.49% |
$38.7K - $46.3K
|
4.21K
$1.13M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-199- 1.09% |
$38.9K - $46.6K
|
18K
$4.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-200- 15.38% |
$39.1K - $46.8K
|
1.1K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-201- 10.09% |
$39.3K - $47K
|
1.79K
$482K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-206- 1.69% |
$40.3K - $48.2K
|
12K
$3.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-210- 6.69% |
$41.1K - $49.1K
|
2.93K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-210- 14.31% |
$41.1K - $49.1K
|
1.26K
$338K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-212- 10.1% |
$41.5K - $49.6K
|
1.89K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-212- 0.3% |
$41.5K - $49.6K
|
69.5K
$18.7M
|