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 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-56- 4.96% |
$11.4K - $12.3K
|
1.07K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-56- 2.08% |
$11.4K - $12.3K
|
2.64K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-56- 0.54% |
$11.4K - $12.3K
|
10.4K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-57- 2.93% |
$11.6K - $12.5K
|
1.89K
$509K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-58- 2.11% |
$11.8K - $12.8K
|
2.69K
$725K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-59- 0.31% |
$12K - $13K
|
18.8K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-59- 2.53% |
$12K - $13K
|
2.27K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-60- 1.96% |
$12.2K - $13.2K
|
3K
$807K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-61- 0.94% |
$12.4K - $13.4K
|
6.43K
$1.73M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-61- 0.61% |
$12.4K - $13.4K
|
9.95K
$2.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-62- 27.07% |
$12.6K - $13.6K
|
167
$44.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-62- 1.57% |
$12.6K - $13.6K
|
3.89K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-62- 0.69% |
$12.6K - $13.6K
|
8.96K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-64- 4.41% |
$13K - $14.1K
|
1.39K
$373K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 1.57% |
$13.2K - $14.3K
|
4.07K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-65- 0.41% |
$13.2K - $14.3K
|
15.8K
$4.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-66- 5.07% |
$13.4K - $14.5K
|
1.24K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-66- 0.83% |
$13.4K - $14.5K
|
7.86K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-66- 6.37% |
$13.4K - $14.5K
|
970
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-68- 19.94% |
$13.8K - $15K
|
273
$73.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-68- 0.39% |
$13.8K - $15K
|
17.3K
$4.67M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-68- 0.57% |
$13.8K - $15K
|
11.8K
$3.17M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-68- 3.29% |
$13.8K - $15K
|
2K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-68- 0.69% |
$13.8K - $15K
|
9.84K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.75% |
$14.2K - $15.4K
|
9.25K
$2.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-71- 0.65% |
$14.4K - $15.6K
|
10.8K
$2.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-72- 3.21% |
$14.6K - $15.9K
|
2.17K
$583K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-72- 0.38% |
$14.6K - $15.9K
|
18.8K
$5.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-73- 5.35% |
$14.9K - $16.1K
|
1.29K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-74- 1.45% |
$15.1K - $16.3K
|
5.03K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-77- 0.48% |
$15.7K - $17K
|
15.8K
$4.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-77- 2.38% |
$15.7K - $17K
|
3.16K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-77- 10.89% |
$15.7K - $17K
|
630
$170K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-79- 3.46% |
$16.1K - $17.4K
|
2.21K
$594K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-79- 4.6% |
$16.1K - $17.4K
|
1.64K
$441K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-80- 0.59% |
$16.3K - $17.6K
|
13.5K
$3.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-82- 2.31% |
$16.7K - $18.1K
|
3.46K
$931K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-83- 0.24% |
$16.9K - $18.3K
|
34K
$9.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-83- 3.44% |
$16.9K - $18.3K
|
2.33K
$628K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-85- 1.71% |
$17.3K - $18.7K
|
4.9K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-86- 1.96% |
$17.5K - $18.9K
|
4.31K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-88- 0.15% |
$17.9K - $19.4K
|
57.8K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-88- 0.78% |
$17.9K - $19.4K
|
11.2K
$3.01M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-94- 0.67% |
$19.1K - $20.7K
|
13.9K
$3.75M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-96- 0.65% |
$19.5K - $21.1K
|
14.6K
$3.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-98- 1.46% |
$19.9K - $21.6K
|
6.63K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-98- 5.04% |
$19.9K - $21.6K
|
1.85K
$497K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-98- 2.73% |
$19.9K - $21.6K
|
3.49K
$938K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 4.67% |
$20.3K - $22K
|
2.04K
$550K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-100- 4.66% |
$20.3K - $22K
|
2.05K
$551K
|