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 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
11+ 0.78% |
$2.24K - $2.42K
|
1.41K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11+ 0.62% |
$2.24K - $2.42K
|
1.79K
$482K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11New |
$2.24K - $2.42K
|
11
$2.96K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
10+ 0.37% |
$2.03K - $2.2K
|
2.7K
$727K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10+ 0.19% |
$2.03K - $2.2K
|
5.15K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.03K - $2.2K
|
10
$2.69K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10+ 0.36% |
$2.03K - $2.2K
|
2.79K
$751K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10+ 5.59% |
$2.03K - $2.2K
|
189
$50.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
9+ 0.73% |
$1.83K - $1.98K
|
1.24K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.14% |
$1.83K - $1.98K
|
6.4K
$1.72M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.7% |
$1.63K - $1.76K
|
1.16K
$311K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.41% |
$1.63K - $1.76K
|
1.98K
$534K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.63K - $1.76K
|
5.34K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.28% |
$1.63K - $1.76K
|
2.85K
$766K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 5.97% |
$1.63K - $1.76K
|
142
$38.2K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8+ 3.69% |
$1.63K - $1.76K
|
225
$60.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
7+ 2.47% |
$1.42K - $1.54K
|
290
$78K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
7+ 0.72% |
$1.42K - $1.54K
|
978
$263K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.74% |
$1.42K - $1.54K
|
956
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$1.42K - $1.54K
|
2.08K
$559K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7+ 0.7% |
$1.42K - $1.54K
|
1K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.42% |
$1.42K - $1.54K
|
1.67K
$450K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$1.22K - $1.32K
|
5.16K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.1% |
$1.22K - $1.32K
|
6.15K
$1.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$1.22K - $1.32K
|
4.3K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.35% |
$1.22K - $1.32K
|
1.7K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
6+ 0.38% |
$1.22K - $1.32K
|
1.57K
$423K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6+ 0.05% |
$1.22K - $1.32K
|
12.7K
$3.42M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.22% |
$1.02K - $1.1K
|
2.28K
$613K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5+ 0.23% |
$1.02K - $1.1K
|
2.22K
$597K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.91% |
$1.02K - $1.1K
|
552
$149K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.37% |
$1.02K - $1.1K
|
1.37K
$368K
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
5+ 0.37% |
$1.02K - $1.1K
|
1.34K
$361K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$814 - $881
|
43.4K
$11.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.36% |
$814 - $881
|
1.12K
$300K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4+ 0.2% |
$814 - $881
|
2K
$538K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
4+ 0.29% |
$814 - $881
|
1.37K
$369K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
3+ 0.08% |
$610 - $660
|
3.72K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
3+ 0.1% |
$610 - $660
|
2.95K
$793K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.45% |
$610 - $660
|
673
$181K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$610 - $660
|
3
$807
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$610 - $660
|
1.65K
$445K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.12% |
$610 - $660
|
2.51K
$675K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.09% |
$610 - $660
|
3.37K
$907K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.2% |
$610 - $660
|
1.47K
$395K
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.04% |
$610 - $660
|
7.58K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.26% |
$610 - $660
|
1.16K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.12% |
$610 - $660
|
2.42K
$651K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.28% |
$610 - $660
|
1.09K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3+ 0.24% |
$610 - $660
|
1.24K
$332K
|