Purchases and Sales Made in Q2 2023 in Vanguard Mid Cap ETF (VO)

VO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 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
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
222
New
$45.2K - $48.9K
222 $59.7K
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
221
+ 8.45%
$45K - $48.7K
2.84K $763K
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
220
+ 5.16%
$44.8K - $48.4K
4.48K $1.21M
Aug 09, 2023 Q2 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
220
+ 16.0%
$44.8K - $48.4K
1.6K $429K
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

BUY
 -
214
+ 3.34%
$43.5K - $47.1K
6.61K $1.78M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
214
+ 4.55%
$43.5K - $47.1K
4.92K $1.32M
Jul 18, 2023 Q2 2023
Welch Group, LLC

BUY
 -
212
+ 8.01%
$43.1K - $46.7K
2.86K $769K
Jul 11, 2023 Q2 2023
Scott Capital Advisors, LLC

BUY
 -
210
+ 0.5%
$42.7K - $46.2K
42.6K $11.5M
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
209
+ 1.32%
$42.5K - $46K
16K $4.31M
Aug 11, 2023 Q2 2023
Compass Ion Advisors, LLC

BUY
 -
208
+ 3.85%
$42.3K - $45.8K
5.61K $1.51M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
200
New
$40.7K - $44K
200 $53.8K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
200
+ 5.71%
$40.7K - $44K
3.7K $996K
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
198
+ 6.1%
$40.3K - $43.6K
3.44K $926K
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
197
+ 2.18%
$40.1K - $43.4K
9.25K $2.49M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
196
+ 20.57%
$39.9K - $43.2K
1.15K $309K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
196
New
$39.9K - $43.2K
196 $52.7K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
195
+ 0.62%
$39.7K - $42.9K
31.6K $8.51M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
195
+ 3.73%
$39.7K - $42.9K
5.42K $1.46M
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
191
+ 2.65%
$38.9K - $42.1K
7.39K $1.99M
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
191
+ 0.88%
$38.9K - $42.1K
21.8K $5.87M
Jul 31, 2023 Q2 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
187
+ 2.32%
$38K - $41.2K
8.26K $2.22M
Jul 21, 2023 Q2 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
184
+ 11.37%
$37.4K - $40.5K
1.8K $485K
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
183
+ 1.95%
$37.2K - $40.3K
9.55K $2.57M
Aug 14, 2023 Q2 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
182
+ 6.97%
$37K - $40.1K
2.79K $752K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
179
+ 7.34%
$36.4K - $39.4K
2.62K $705K
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
174
+ 8.32%
$35.4K - $38.3K
2.27K $609K
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
174
+ 24.75%
$35.4K - $38.3K
877 $236K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
169
+ 3.06%
$34.4K - $37.2K
5.69K $1.53M
Jul 20, 2023 Q2 2023
Blossom Wealth Management

BUY
 -
168
+ 8.2%
$34.2K - $37K
2.22K $597K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
168
+ 45.78%
$34.2K - $37K
535 $144K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
168
+ 0.55%
$34.2K - $37K
30.8K $8.28M
Jul 27, 2023 Q2 2023
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
165
+ 0.47%
$33.6K - $36.3K
35.1K $9.45M
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
165
+ 0.76%
$33.6K - $36.3K
21.8K $5.86M
Jul 12, 2023 Q2 2023
Royal Fund Management, LLC

BUY
 -
162
+ 0.48%
$33K - $35.7K
34.1K $9.16M
Aug 02, 2023 Q2 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
161
+ 5.11%
$32.8K - $35.4K
3.31K $890K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
159
+ 19.85%
$32.3K - $35K
960 $258K
Jul 21, 2023 Q2 2023
Levy Wealth Management Group, LLC

BUY
 -
157
+ 9.46%
$31.9K - $34.6K
1.82K $489K
Jul 11, 2023 Q2 2023
Monterey Private Wealth, Inc.

BUY
 -
155
+ 5.92%
$31.5K - $34.1K
2.77K $746K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
155
+ 29.64%
$31.5K - $34.1K
678 $182K
Aug 02, 2023 Q2 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
155
+ 0.22%
$31.5K - $34.1K
69.4K $18.7M
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
155
+ 0.88%
$31.5K - $34.1K
17.8K $4.79M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
154
+ 7.26%
$31.3K - $33.9K
2.28K $612K
Aug 04, 2023 Q2 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
154
+ 1.26%
$31.3K - $33.9K
12.4K $3.33M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
154
+ 4.91%
$31.3K - $33.9K
3.29K $886K
Aug 14, 2023 Q2 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
152
+ 1.72%
$30.9K - $33.5K
9.01K $2.43M
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
151
+ 4.95%
$30.7K - $33.2K
3.2K $861K
Jul 24, 2023 Q2 2023
Boston Trust Walden Corp

BUY
 -
150
+ 1.42%
$30.5K - $33K
10.7K $2.87M
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
147
+ 16.65%
$29.9K - $32.4K
1.03K $277K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
141
+ 5.97%
$28.7K - $31K
2.5K $673K

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