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 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
39New |
$7.93K - $8.59K
|
39
$10.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.86% |
$7.32K - $7.93K
|
4.24K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
36New |
$7.32K - $7.93K
|
36
$9.69K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 4.11% |
$7.12K - $7.71K
|
886
$238K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
34+ 2.11% |
$6.92K - $7.49K
|
1.65K
$443K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 26.36% |
$6.92K - $7.49K
|
163
$43.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
33+ 6.07% |
$6.71K - $7.27K
|
577
$155K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
32+ 1.28% |
$6.51K - $7.05K
|
2.54K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 3.24% |
$6.51K - $7.05K
|
1.02K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
31+ 0.37% |
$6.31K - $6.82K
|
8.47K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
31+ 4.5% |
$6.31K - $6.82K
|
720
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
31+ 0.35% |
$6.31K - $6.82K
|
9.01K
$2.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30+ 1.48% |
$6.1K - $6.6K
|
2.06K
$555K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
30New |
$6.1K - $6.6K
|
30
$8.07K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29+ 0.19% |
$5.9K - $6.38K
|
15.3K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
29+ 0.89% |
$5.9K - $6.38K
|
3.3K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
29+ 0.37% |
$5.9K - $6.38K
|
7.82K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
27+ 1.03% |
$5.49K - $5.94K
|
2.66K
$715K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26+ 1.19% |
$5.29K - $5.72K
|
2.21K
$593K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 1.15% |
$5.09K - $5.5K
|
2.19K
$590K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.32% |
$5.09K - $5.5K
|
1.92K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
25+ 0.91% |
$5.09K - $5.5K
|
2.77K
$744K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
25+ 2.43% |
$5.09K - $5.5K
|
1.05K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
25+ 1.79% |
$5.09K - $5.5K
|
1.42K
$382K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$5.09K - $5.5K
|
25
$6.73K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
24+ 2.21% |
$4.88K - $5.28K
|
1.11K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
24+ 0.2% |
$4.88K - $5.28K
|
12.2K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24+ 0.4% |
$4.88K - $5.28K
|
6.05K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
23+ 3.25% |
$4.68K - $5.06K
|
731
$197K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
22+ 0.62% |
$4.48K - $4.84K
|
3.56K
$958K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
21+ 0.21% |
$4.27K - $4.62K
|
10.1K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
20+ 1.29% |
$4.07K - $4.4K
|
1.57K
$423K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
19New |
$3.87K - $4.18K
|
19
$5.11K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
17New |
$3.46K - $3.74K
|
17
$4.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 0.82% |
$3.46K - $3.74K
|
2.1K
$565K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
16+ 0.14% |
$3.25K - $3.52K
|
11.2K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
16+ 1.1% |
$3.25K - $3.52K
|
1.47K
$397K
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.26% |
$3.05K - $3.3K
|
5.85K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 0.61% |
$3.05K - $3.3K
|
2.47K
$663K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15+ 0.7% |
$3.05K - $3.3K
|
2.16K
$580K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
14+ 0.28% |
$2.85K - $3.08K
|
4.94K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 26.0% |
$2.64K - $2.86K
|
63
$17K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
13+ 0.54% |
$2.64K - $2.86K
|
2.41K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
13+ 0.36% |
$2.64K - $2.86K
|
3.64K
$979K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
12New |
$2.44K - $2.64K
|
12
$3.23K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
11+ 0.41% |
$2.24K - $2.42K
|
2.71K
$729K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
11+ 0.0% |
$2.24K - $2.42K
|
296K
$79.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
11+ 1.12% |
$2.24K - $2.42K
|
989
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11+ 0.87% |
$2.24K - $2.42K
|
1.28K
$345K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$2.24K - $2.42K
|
17K
$4.57M
|