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 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
23K+ 5.28% |
$4.68M - $5.06M
|
458K
$123M
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
22.1K+ 251.71% |
$4.5M - $4.88M
|
30.9K
$8.32M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.7K+ 1198.78% |
$4.41M - $4.78M
|
23.5K
$6.33M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.5K+ 9.42% |
$4.38M - $4.74M
|
250K
$67.2M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.3K+ 5.07% |
$4.33M - $4.68M
|
441K
$119M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21K+ 78.55% |
$4.28M - $4.63M
|
47.8K
$12.9M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.9K+ 10.06% |
$4.26M - $4.61M
|
229K
$61.6M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
19.6KNew |
$4M - $4.32M
|
19.6K
$5.29M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.4K+ 27.83% |
$3.94M - $4.27M
|
89.1K
$24M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 44.8% |
$3.88M - $4.2M
|
61.6K
$16.6M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
18.9K+ 5.58% |
$3.85M - $4.17M
|
358K
$96.4M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18.1K+ 4.53% |
$3.67M - $3.97M
|
416K
$112M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$115M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$115M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17.1K+ 17.39% |
$3.48M - $3.77M
|
115K
$31.1M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17.1K+ 711.41% |
$3.48M - $3.76M
|
19.5K
$5.24M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
17K+ 76.67% |
$3.46M - $3.74M
|
39.2K
$10.5M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.7K+ 151.28% |
$3.2M - $3.46M
|
26.1K
$7.03M
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
15.5K+ 10.79% |
$3.16M - $3.42M
|
160K
$42.9M
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15.5KNew |
$3.14M - $3.4M
|
15.5K
$4.16M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.3K+ 6.6% |
$3.11M - $3.36M
|
247K
$66.4M
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
14K+ 113.47% |
$2.85M - $3.09M
|
26.4K
$7.1M
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.3KNew |
$2.7M - $2.92M
|
13.3K
$3.57M
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
12.8K+ 24.38% |
$2.6M - $2.82M
|
65.3K
$17.6M
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$2.6M - $2.81M
|
12.8K
$3.44M
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
12.3K+ 89.42% |
$2.51M - $2.72M
|
26.1K
$7.03M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12K+ 19.86% |
$2.43M - $2.63M
|
72.1K
$19.4M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.6K+ 12.35% |
$2.37M - $2.56M
|
106K
$28.5M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
11.3K+ 57.24% |
$2.31M - $2.5M
|
31.2K
$8.38M
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
11.3K+ 3.71% |
$2.3M - $2.49M
|
316K
$85M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
11K+ 278.66% |
$2.24M - $2.42M
|
15K
$4.02M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 3.56% |
$2.24M - $2.42M
|
320K
$86.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 126.33% |
$2.23M - $2.41M
|
19.6K
$5.27M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.9K+ 4.59% |
$2.21M - $2.39M
|
248K
$66.7M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
10.8K+ 17.06% |
$2.19M - $2.37M
|
73.8K
$19.9M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 22.3% |
$2.13M - $2.31M
|
57.5K
$15.5M
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.2K+ 250.25% |
$2.07M - $2.24M
|
14.2K
$3.83M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.1K+ 5.44% |
$2.06M - $2.23M
|
196K
$52.7M
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
10KNew |
$2.03M - $2.2M
|
10K
$2.69M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.92K+ 7.27% |
$2.02M - $2.18M
|
146K
$39.4M
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
9.92KNew |
$2.02M - $2.18M
|
9.92K
$2.67M
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.73K+ 3.88% |
$1.98M - $2.14M
|
260K
$70.1M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.58K+ 3.41% |
$1.95M - $2.11M
|
290K
$78.1M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.54K+ 675.16% |
$1.94M - $2.1M
|
11K
$2.95M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.43KNew |
$1.92M - $2.08M
|
9.43K
$2.54M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
9.32K+ 24.91% |
$1.9M - $2.05M
|
46.8K
$12.6M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
9.16K+ 3.21% |
$1.86M - $2.02M
|
294K
$79.2M
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
9.08K+ 22.12% |
$1.85M - $2M
|
50.1K
$13.5M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.05K+ 8.42% |
$1.84M - $1.99M
|
117K
$31.4M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.96K+ 48.27% |
$1.82M - $1.97M
|
27.5K
$7.41M
|