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
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.36K- 1.26% |
$266K - $318K
|
107K
$28.7M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.37K- 19.26% |
$267K - $319K
|
5.72K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.38K- 4.02% |
$269K - $322K
|
32.9K
$8.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 42.52% |
$276K - $331K
|
1.91K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.44K- 25.01% |
$281K - $336K
|
4.31K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.47K- 28.88% |
$288K - $344K
|
3.62K
$975K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.51K- 3.78% |
$296K - $354K
|
38.6K
$10.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.55K- 11.11% |
$302K - $362K
|
12.4K
$3.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.55K- 3.95% |
$302K - $362K
|
37.6K
$10.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 21.03% |
$304K - $363K
|
5.83K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.56K- 31.96% |
$305K - $364K
|
3.31K
$892K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.58K- 13.39% |
$309K - $370K
|
10.2K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.61K- 10.34% |
$316K - $378K
|
14K
$3.77M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.65K- 6.34% |
$323K - $386K
|
24.4K
$6.57M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.66K- 13.31% |
$324K - $387K
|
10.8K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.69K- 46.12% |
$330K - $395K
|
1.97K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.71K- 65.67% |
$334K - $400K
|
893
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.72K- 66.19% |
$337K - $403K
|
879
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-1.75K- 54.03% |
$343K - $410K
|
1.49K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.81K- 37.5% |
$354K - $423K
|
3.01K
$810K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-1.85K- 26.42% |
$361K - $432K
|
5.14K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-1.88K- 13.53% |
$368K - $440K
|
12K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.88K- 18.8% |
$368K - $441K
|
8.13K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.92K- 8.62% |
$376K - $449K
|
20.4K
$5.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.92K- 5.62% |
$376K - $450K
|
32.3K
$8.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-1.92K- 61.39% |
$376K - $450K
|
1.21K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.95K- 22.46% |
$381K - $456K
|
6.73K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.95K- 2.96% |
$382K - $456K
|
64K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.96K- 6.85% |
$383K - $458K
|
26.6K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 3.02% |
$388K - $464K
|
63.6K
$17.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.03K- 3.33% |
$396K - $474K
|
58.8K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.05K- 0.79% |
$400K - $478K
|
256K
$69M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.06K- 32.48% |
$403K - $482K
|
4.28K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.07K- 9.34% |
$404K - $484K
|
20.1K
$5.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.09K- 2.9% |
$409K - $489K
|
70.1K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.1K- 3.57% |
$410K - $491K
|
56.7K
$15.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.14K- 39.36% |
$419K - $501K
|
3.3K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-2.17K- 3.38% |
$424K - $507K
|
61.9K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.2K- 6.06% |
$431K - $515K
|
34.2K
$9.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.29K- 22.87% |
$449K - $536K
|
7.74K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 23.16% |
$450K - $538K
|
7.63K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.31K- 13.24% |
$452K - $541K
|
15.1K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.31K- 37.48% |
$452K - $541K
|
3.86K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.36K- 2.58% |
$461K - $552K
|
89.2K
$24M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2.36K- 63.88% |
$462K - $552K
|
1.34K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.36K- 51.91% |
$462K - $553K
|
2.19K
$589K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.39K- 3.67% |
$468K - $560K
|
62.9K
$16.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.45K- 17.26% |
$480K - $574K
|
11.8K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.5K- 9.81% |
$490K - $586K
|
23K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.51K- 21.78% |
$491K - $587K
|
9.01K
$2.42M
|