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 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-7- 0.07% |
$1.42K - $1.54K
|
10.2K
$2.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.72% |
$1.42K - $1.54K
|
960
$258K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 8.05% |
$1.42K - $1.54K
|
80
$21.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-8- 0.2% |
$1.63K - $1.76K
|
3.93K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-9- 0.15% |
$1.83K - $1.98K
|
6.19K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-9- 0.04% |
$1.83K - $1.98K
|
22.8K
$6.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.13% |
$1.83K - $1.98K
|
6.75K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9- 0.42% |
$1.83K - $1.98K
|
2.16K
$580K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-10- 0.27% |
$2.03K - $2.2K
|
3.68K
$991K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-10- 0.25% |
$2.03K - $2.2K
|
3.96K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-10- 0.43% |
$2.03K - $2.2K
|
2.34K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-10- 0.18% |
$2.03K - $2.2K
|
5.54K
$1.49M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-10- 4.37% |
$2.03K - $2.2K
|
219
$58.9K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-11- 0.68% |
$2.24K - $2.42K
|
1.6K
$432K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-11- 0.35% |
$2.24K - $2.42K
|
3.17K
$854K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11- 0.78% |
$2.24K - $2.42K
|
1.4K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-12- 1.18% |
$2.44K - $2.64K
|
1.01K
$271K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-13- 0.13% |
$2.64K - $2.86K
|
9.8K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13- 1.2% |
$2.64K - $2.86K
|
1.07K
$288K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-14- 0.75% |
$2.85K - $3.08K
|
1.85K
$498K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-14- 0.3% |
$2.85K - $3.08K
|
4.6K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14- 1.02% |
$2.85K - $3.08K
|
1.36K
$365K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-15- 0.38% |
$3.05K - $3.3K
|
3.95K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15- 0.19% |
$3.05K - $3.3K
|
7.75K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-15- 0.62% |
$3.05K - $3.3K
|
2.4K
$646K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 18.52% |
$3.05K - $3.3K
|
66
$17.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-16- 1.21% |
$3.25K - $3.52K
|
1.31K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-16- 0.45% |
$3.25K - $3.52K
|
3.56K
$958K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-17- 0.56% |
$3.46K - $3.74K
|
3.05K
$819K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-18- 1.48% |
$3.66K - $3.96K
|
1.2K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 0.61% |
$3.66K - $3.96K
|
2.95K
$795K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-19- 0.49% |
$3.87K - $4.18K
|
3.88K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.58% |
$4.07K - $4.4K
|
3.42K
$921K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 0.12% |
$4.07K - $4.4K
|
16.8K
$4.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 1.3% |
$4.07K - $4.4K
|
1.51K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-20- 0.32% |
$4.07K - $4.4K
|
6.3K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-20- 1.49% |
$4.07K - $4.4K
|
1.32K
$356K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 1.66% |
$4.07K - $4.4K
|
1.18K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-21- 91.3% |
$4.27K - $4.62K
|
2
$538
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-22- 1.36% |
$4.48K - $4.84K
|
1.59K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-23- 2.16% |
$4.68K - $5.06K
|
1.04K
$281K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-24- 0.29% |
$4.88K - $5.28K
|
8.15K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25- 6.25% |
$5.09K - $5.5K
|
375
$101K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-25- 2.62% |
$5.09K - $5.5K
|
930
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25- 0.14% |
$5.09K - $5.5K
|
17.9K
$4.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-26- 1.39% |
$5.29K - $5.72K
|
1.84K
$495K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26- 0.51% |
$5.29K - $5.72K
|
5.1K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-27- 3.64% |
$5.49K - $5.94K
|
715
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-28- 0.3% |
$5.7K - $6.16K
|
9.39K
$2.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-28- 1.67% |
$5.7K - $6.16K
|
1.65K
$445K
|