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 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.31% |
$610 - $660
|
964
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3+ 0.19% |
$610 - $660
|
1.55K
$418K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 2.67% |
$407 - $440
|
77
$20.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$407 - $440
|
647
$174K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.14% |
$407 - $440
|
1.46K
$392K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.06% |
$407 - $440
|
3.58K
$963K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.29% |
$407 - $440
|
682
$184K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.05% |
$407 - $440
|
3.71K
$998K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.1% |
$407 - $440
|
2.05K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.42% |
$407 - $440
|
482
$130K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$407 - $440
|
5.59K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2+ 0.09% |
$407 - $440
|
2.25K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2+ 0.0% |
$407 - $440
|
61.2K
$16.5M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.04% |
$407 - $440
|
4.55K
$1.23M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
2+ 0.04% |
$407 - $440
|
4.88K
$1.31M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.09% |
$203 - $220
|
1.1K
$295K
|
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$203 - $220
|
1.4K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.27% |
$203 - $220
|
378
$102K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.08% |
$203 - $220
|
1.27K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$203 - $220
|
14.1K
$3.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.02% |
$203 - $220
|
4.42K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$203 - $220
|
3.57K
$960K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$203 - $220
|
651
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$203 - $220
|
1.26K
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.34% |
$203 - $220
|
293
$78.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$203 - $220
|
973
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.46% |
$203 - $220
|
217
$58.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.22% |
$203 - $220
|
459
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$203 - $220
|
9.28K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.11% |
$203 - $220
|
953
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$203 - $220
|
860
$231K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 0.53% |
$203 - $220
|
188
$50.6K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$203 - $220
|
2.78K
$749K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$203 - $220
|
6.48K
$1.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1- 0.09% |
$203 - $220
|
1.17K
$314K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2- 0.15% |
$407 - $440
|
1.34K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2- 0.1% |
$407 - $440
|
2.05K
$550K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-3- 0.03% |
$610 - $660
|
10.9K
$2.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3- 0.09% |
$610 - $660
|
3.18K
$855K
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-4- 0.03% |
$814 - $881
|
15.4K
$4.15M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4Closed |
$814 - $881
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-5- 8.62% |
$1.02K - $1.1K
|
53
$14.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5- 0.02% |
$1.02K - $1.1K
|
25.6K
$6.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-5- 0.01% |
$1.02K - $1.1K
|
50.2K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$1.02K - $1.1K
|
13K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 18.18% |
$1.22K - $1.32K
|
27
$7.27K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-7- 6.14% |
$1.42K - $1.54K
|
107
$28.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-7- 0.51% |
$1.42K - $1.54K
|
1.37K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-7- 0.64% |
$1.42K - $1.54K
|
1.09K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7- 0.2% |
$1.42K - $1.54K
|
3.52K
$948K
|