Purchases and Sales Made in Q2 2023 in Vanguard Mid Cap ETF (VO)
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 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
140+ 7.58% |
$28.5K - $30.8K
|
1.99K
$535K
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
139+ 0.48% |
$28.3K - $30.6K
|
29.4K
$7.9M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
136+ 4.74% |
$27.7K - $29.9K
|
3.01K
$809K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
130+ 1.36% |
$26.4K - $28.6K
|
9.72K
$2.61M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
129+ 7.54% |
$26.2K - $28.4K
|
1.84K
$495K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
128+ 0.65% |
$26K - $28.2K
|
19.9K
$5.36M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
128+ 0.02% |
$26K - $28.2K
|
557K
$150M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
128+ 0.64% |
$26K - $28.2K
|
20.3K
$5.45M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
126+ 85.14% |
$25.6K - $27.7K
|
274
$73.7K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
125+ 4.71% |
$25.4K - $27.5K
|
2.78K
$748K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
121+ 1.54% |
$24.6K - $26.6K
|
7.98K
$2.15M
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
120+ 0.77% |
$24.4K - $26.4K
|
15.7K
$4.22M
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
118+ 2.94% |
$24K - $26K
|
4.14K
$1.11M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
118+ 0.12% |
$24K - $26K
|
95.3K
$25.7M
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
117New |
$23.8K - $25.8K
|
117
$31.5K
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
117+ 0.66% |
$23.8K - $25.8K
|
17.9K
$4.83M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
116+ 47.93% |
$23.6K - $25.5K
|
358
$96.3K
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
114+ 1.12% |
$23.2K - $25.1K
|
10.3K
$2.77M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
114New |
$23.2K - $25.1K
|
114
$30.7K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
113+ 3.73% |
$23K - $24.9K
|
3.14K
$846K
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
112+ 3.49% |
$22.8K - $24.7K
|
3.32K
$894K
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
112+ 7.6% |
$22.8K - $24.7K
|
1.59K
$427K
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
110+ 0.79% |
$22.4K - $24.2K
|
14K
$3.77M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
108+ 0.26% |
$22K - $23.8K
|
41.5K
$11.2M
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
106+ 2.04% |
$21.6K - $23.3K
|
5.31K
$1.43M
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
106+ 4.04% |
$21.6K - $23.3K
|
2.73K
$735K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
103+ 0.54% |
$21K - $22.7K
|
19.4K
$5.21M
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
102New |
$20.7K - $22.5K
|
102
$27.4K
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
102+ 5.0% |
$20.7K - $22.5K
|
2.14K
$576K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$20.3K - $22K
|
100
$26.9K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
99+ 825.0% |
$20.1K - $21.8K
|
111
$29.9K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
99+ 1.36% |
$20.1K - $21.8K
|
7.36K
$1.98M
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
93+ 1.37% |
$18.9K - $20.5K
|
6.91K
$1.86M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 0.58% |
$18.9K - $20.5K
|
16.2K
$4.36M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
91+ 2.87% |
$18.5K - $20K
|
3.26K
$877K
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
91+ 2.7% |
$18.5K - $20K
|
3.47K
$932K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
91+ 14.35% |
$18.5K - $20K
|
725
$195K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
91+ 0.19% |
$18.5K - $20K
|
48.5K
$13M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
88+ 0.08% |
$17.9K - $19.4K
|
104K
$28M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
88+ 5.95% |
$17.9K - $19.4K
|
1.57K
$422K
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
88+ 2.61% |
$17.9K - $19.4K
|
3.47K
$933K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
87+ 0.7% |
$17.7K - $19.2K
|
12.5K
$3.37M
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
85+ 6.98% |
$17.3K - $18.7K
|
1.3K
$350K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
82+ 2.89% |
$16.7K - $18.1K
|
2.92K
$786K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
82+ 1.85% |
$16.7K - $18.1K
|
4.53K
$1.22M
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
80+ 2.64% |
$16.3K - $17.6K
|
3.11K
$836K
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
80+ 3.24% |
$16.3K - $17.6K
|
2.55K
$685K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
78+ 3.59% |
$15.9K - $17.2K
|
2.25K
$605K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
77New |
$15.7K - $17K
|
77
$20.7K
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
76+ 0.32% |
$15.5K - $16.7K
|
23.8K
$6.39M
|