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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
76+ 0.37% |
$15.5K - $16.7K
|
20.7K
$5.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
75+ 1.02% |
$15.3K - $16.5K
|
7.41K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
72+ 0.9% |
$14.6K - $15.9K
|
8.05K
$2.17M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
72+ 5.87% |
$14.6K - $15.9K
|
1.3K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
70+ 2.05% |
$14.2K - $15.4K
|
3.49K
$938K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
69+ 23.79% |
$14K - $15.2K
|
359
$96.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
68+ 0.19% |
$13.8K - $15K
|
35.1K
$9.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
68+ 0.06% |
$13.8K - $15K
|
120K
$32.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
67+ 0.18% |
$13.6K - $14.8K
|
37.9K
$10.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65+ 1.09% |
$13.2K - $14.3K
|
6.02K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
65+ 0.38% |
$13.2K - $14.3K
|
17.2K
$4.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.62% |
$13.2K - $14.3K
|
10.5K
$2.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
64+ 2.09% |
$13K - $14.1K
|
3.13K
$842K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
63+ 3.42% |
$12.8K - $13.9K
|
1.91K
$513K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
62+ 27.31% |
$12.6K - $13.6K
|
289
$77.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
61+ 0.07% |
$12.4K - $13.4K
|
92.1K
$24.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
61+ 1.89% |
$12.4K - $13.4K
|
3.29K
$885K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
60+ 0.75% |
$12.2K - $13.2K
|
8.09K
$2.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
60New |
$12.2K - $13.2K
|
60
$16.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
60+ 0.31% |
$12.2K - $13.2K
|
19.6K
$5.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
58+ 0.12% |
$11.8K - $12.8K
|
49.5K
$13.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
57+ 0.71% |
$11.6K - $12.5K
|
8.1K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
57+ 2.44% |
$11.6K - $12.5K
|
2.39K
$643K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
56+ 43.41% |
$11.4K - $12.3K
|
185
$49.8K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
56+ 3.89% |
$11.4K - $12.3K
|
1.5K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
55+ 0.5% |
$11.2K - $12.1K
|
11.1K
$2.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
54+ 1.2% |
$11K - $11.9K
|
4.56K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
53New |
$10.8K - $11.7K
|
53
$14.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
52+ 2.16% |
$10.6K - $11.4K
|
2.46K
$663K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
52+ 1.85% |
$10.6K - $11.4K
|
2.87K
$772K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 0.08% |
$10.6K - $11.4K
|
65.5K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
52+ 0.67% |
$10.6K - $11.4K
|
7.76K
$2.09M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 0.08% |
$10.6K - $11.4K
|
65.5K
$17.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
51+ 1.17% |
$10.4K - $11.2K
|
4.4K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
51+ 3.06% |
$10.4K - $11.2K
|
1.72K
$463K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
50+ 0.64% |
$10.2K - $11K
|
7.9K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
50+ 3.51% |
$10.2K - $11K
|
1.48K
$397K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50+ 3.89% |
$10.2K - $11K
|
1.34K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
49+ 5.48% |
$9.97K - $10.8K
|
943
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
46New |
$9.36K - $10.1K
|
46
$12.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
46+ 0.59% |
$9.36K - $10.1K
|
7.9K
$2.12M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
46+ 4.09% |
$9.36K - $10.1K
|
1.17K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
45+ 3.49% |
$9.15K - $9.91K
|
1.33K
$359K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
43+ 2.23% |
$8.75K - $9.47K
|
1.98K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
43+ 1.42% |
$8.75K - $9.47K
|
3.06K
$824K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
42+ 2.87% |
$8.54K - $9.25K
|
1.51K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 5.05% |
$8.54K - $9.25K
|
873
$235K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41+ 35.04% |
$8.34K - $9.03K
|
158
$42.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
40+ 3.57% |
$8.14K - $8.81K
|
1.16K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
39New |
$7.93K - $8.59K
|
39
$10.5K
|