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 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-29- 1.98% |
$5.9K - $6.38K
|
1.43K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-29- 1.72% |
$5.9K - $6.38K
|
1.65K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 2.48% |
$6.1K - $6.6K
|
1.18K
$317K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 2.42% |
$6.31K - $6.82K
|
1.25K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-31- 1.61% |
$6.31K - $6.82K
|
1.9K
$511K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-32- 1.36% |
$6.51K - $7.05K
|
2.33K
$626K
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-33- 1.72% |
$6.71K - $7.27K
|
1.89K
$507K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-33- 0.68% |
$6.71K - $7.27K
|
4.79K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-33- 0.96% |
$6.71K - $7.27K
|
3.41K
$916K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-33- 2.16% |
$6.71K - $7.27K
|
1.49K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-35- 0.31% |
$7.12K - $7.71K
|
11.4K
$3.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35- 0.31% |
$7.12K - $7.71K
|
11.2K
$3.01M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-36- 14.17% |
$7.32K - $7.93K
|
218
$58.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-37- 24.18% |
$7.53K - $8.15K
|
116
$31.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-38- 0.35% |
$7.73K - $8.37K
|
10.9K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-38- 0.09% |
$7.73K - $8.37K
|
43.7K
$11.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-39- 0.65% |
$7.93K - $8.59K
|
5.92K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 2.09% |
$8.14K - $8.81K
|
1.87K
$504K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-41- 1.07% |
$8.34K - $9.03K
|
3.79K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-41- 0.48% |
$8.34K - $9.03K
|
8.52K
$2.29M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-42- 2.11% |
$8.54K - $9.25K
|
1.94K
$523K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-42- 1.04% |
$8.54K - $9.25K
|
3.98K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-42- 4.5% |
$8.54K - $9.25K
|
892
$240K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-43- 1.06% |
$8.75K - $9.47K
|
4.02K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-44- 0.37% |
$8.95K - $9.69K
|
12K
$3.23M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 0.37% |
$9.15K - $9.91K
|
12.1K
$3.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-45- 0.52% |
$9.15K - $9.91K
|
8.6K
$2.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-45- 1.5% |
$9.15K - $9.91K
|
2.95K
$793K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-46- 0.06% |
$9.36K - $10.1K
|
79.3K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-46- 11.73% |
$9.36K - $10.1K
|
346
$93.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-47- 2.38% |
$9.56K - $10.3K
|
1.93K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 3.65% |
$9.56K - $10.3K
|
1.24K
$334K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-47- 4.41% |
$9.56K - $10.3K
|
1.02K
$274K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-48- 2.08% |
$9.76K - $10.6K
|
2.26K
$608K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-48- 3.45% |
$9.76K - $10.6K
|
1.34K
$361K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-50- 2.42% |
$10.2K - $11K
|
2.02K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-50- 0.57% |
$10.2K - $11K
|
8.65K
$2.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-51- 2.11% |
$10.4K - $11.2K
|
2.36K
$636K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-51- 1.02% |
$10.4K - $11.2K
|
4.93K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-51- 0.51% |
$10.4K - $11.2K
|
10K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51- 3.2% |
$10.4K - $11.2K
|
1.55K
$416K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-52- 2.87% |
$10.6K - $11.4K
|
1.76K
$474K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.24% |
$10.8K - $11.7K
|
21.8K
$5.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-53- 1.89% |
$10.8K - $11.7K
|
2.76K
$742K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-53- 11.28% |
$10.8K - $11.7K
|
417
$112K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-53- 3.49% |
$10.8K - $11.7K
|
1.47K
$394K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-54- 88.52% |
$11K - $11.9K
|
7
$1.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-55- 0.17% |
$11.2K - $12.1K
|
32.5K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-55- 1.09% |
$11.2K - $12.1K
|
5.01K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-56- 0.15% |
$11.4K - $12.3K
|
37K
$9.97M
|