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 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-212- 7.28% |
$41.5K - $49.6K
|
2.7K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-218- 3.07% |
$42.7K - $51K
|
6.88K
$1.85M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-218- 3.07% |
$42.7K - $51K
|
6.88K
$1.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-220- 5.69% |
$43K - $51.5K
|
3.65K
$981K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-222- 1.45% |
$43.4K - $51.9K
|
15.1K
$4.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-223- 1.02% |
$43.6K - $52.2K
|
21.7K
$5.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-223- 3.77% |
$43.6K - $52.2K
|
5.69K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-223- 1.02% |
$43.6K - $52.2K
|
21.7K
$5.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-225- 0.58% |
$44K - $52.6K
|
38.6K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-226- 3.2% |
$44.2K - $52.9K
|
6.84K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-226- 3.23% |
$44.2K - $52.9K
|
6.78K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-228- 4.74% |
$44.6K - $53.3K
|
4.58K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-229- 14.65% |
$44.8K - $53.6K
|
1.33K
$359K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-232- 5.38% |
$45.4K - $54.3K
|
4.08K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-233- 0.98% |
$45.6K - $54.5K
|
23.6K
$6.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-238- 27.11% |
$46.6K - $55.7K
|
640
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-241- 2.81% |
$47.2K - $56.4K
|
8.33K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-242- 3.05% |
$47.3K - $56.6K
|
7.69K
$2.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-243- 9.51% |
$47.5K - $56.8K
|
2.31K
$622K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-244- 2.18% |
$47.7K - $57.1K
|
10.9K
$2.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-245- 4.54% |
$47.9K - $57.3K
|
5.16K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-248- 55.36% |
$48.5K - $58K
|
200
$53.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-248- 21.18% |
$48.5K - $58K
|
923
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-252- 2.68% |
$49.3K - $59K
|
9.13K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-254- 0.26% |
$49.7K - $59.4K
|
99.3K
$26.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-257- 1.03% |
$50.3K - $60.1K
|
24.6K
$6.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-258- 4.98% |
$50.5K - $60.4K
|
4.92K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-259- 79.2% |
$50.7K - $60.6K
|
68
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-264- 14.31% |
$51.7K - $61.8K
|
1.58K
$425K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-266- 18.89% |
$52K - $62.2K
|
1.14K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-266- 0.97% |
$52K - $62.2K
|
27.2K
$7.31M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-266- 0.63% |
$52K - $62.2K
|
42K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-268- 9.24% |
$52.4K - $62.7K
|
2.63K
$708K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-269- 6.93% |
$52.6K - $62.9K
|
3.62K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-272- 0.16% |
$53.2K - $63.6K
|
172K
$46.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-274- 1.09% |
$53.6K - $64.1K
|
24.8K
$6.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-275- 3.45% |
$53.8K - $64.3K
|
7.71K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-276- 5.68% |
$54K - $64.6K
|
4.58K
$1.23M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 6.41% |
$55.2K - $66K
|
4.12K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-282- 3.55% |
$55.2K - $66K
|
7.67K
$2.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-288- 2.27% |
$56.4K - $67.4K
|
12.4K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-292- 3.57% |
$57.1K - $68.3K
|
7.89K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-292- 4.06% |
$57.1K - $68.3K
|
6.9K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-293- 3.73% |
$57.3K - $68.5K
|
7.56K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-293- 2.31% |
$57.3K - $68.5K
|
12.4K
$3.33M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-293- 21.42% |
$57.3K - $68.5K
|
1.08K
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 2.28% |
$58.1K - $69.5K
|
12.7K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 2.94% |
$58.7K - $70.2K
|
9.91K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-304- 5.14% |
$59.5K - $71.1K
|
5.61K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-313- 97.2% |
$61.2K - $73.2K
|
9
$2.42K
|