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
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-102- 4.28% |
$20.7K - $22.5K
|
2.28K
$613K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-103- 0.86% |
$21K - $22.7K
|
11.8K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-104- 7.5% |
$21.2K - $22.9K
|
1.28K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-104- 16.99% |
$21.2K - $22.9K
|
508
$137K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-104- 74.82% |
$21.2K - $22.9K
|
35
$9.42K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-105- 1.43% |
$21.4K - $23.1K
|
7.21K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-109- 6.63% |
$22.2K - $24K
|
1.54K
$413K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-109- 2.21% |
$22.2K - $24K
|
4.83K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-115- 0.34% |
$23.4K - $25.3K
|
33.6K
$9.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-118- 2.64% |
$24K - $26K
|
4.35K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-118- 2.64% |
$24K - $26K
|
4.36K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-125- 1.99% |
$25.4K - $27.5K
|
6.16K
$1.66M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-126- 5.72% |
$25.6K - $27.7K
|
2.08K
$558K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-127- 1.8% |
$25.8K - $28K
|
6.91K
$1.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-129- 0.55% |
$26.2K - $28.4K
|
23.2K
$6.26M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-130- 7.27% |
$26.4K - $28.6K
|
1.66K
$446K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-130- 0.45% |
$26.4K - $28.6K
|
29K
$7.79M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-130- 3.01% |
$26.4K - $28.6K
|
4.19K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-133- 2.18% |
$27.1K - $29.3K
|
5.96K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-138- 5.36% |
$28.1K - $30.4K
|
2.44K
$655K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-141- 11.4% |
$28.7K - $31K
|
1.1K
$295K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-141- 1.31% |
$28.7K - $31K
|
10.6K
$2.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-142- 11.5% |
$28.9K - $31.3K
|
1.09K
$294K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-143- 4.85% |
$29.1K - $31.5K
|
2.8K
$754K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-145- 2.85% |
$29.5K - $31.9K
|
4.95K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-147- 0.81% |
$29.9K - $32.4K
|
17.9K
$4.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-149- 0.09% |
$30.3K - $32.8K
|
164K
$44.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-150- 4.0% |
$30.5K - $33K
|
3.6K
$969K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-150- 37.04% |
$30.5K - $33K
|
255
$68.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-150- 10.05% |
$30.5K - $33K
|
1.34K
$361K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-151- 11.74% |
$30.7K - $33.2K
|
1.14K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-152- 8.17% |
$30.9K - $33.5K
|
1.71K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-154- 0.49% |
$31.3K - $33.9K
|
31.1K
$8.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-155- 2.48% |
$31.5K - $34.1K
|
6.09K
$1.64M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-157- 7.16% |
$31.9K - $34.6K
|
2.04K
$548K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-160- 0.88% |
$32.5K - $35.2K
|
18K
$4.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-161- 12.0% |
$32.8K - $35.4K
|
1.18K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-162- 8.85% |
$33K - $35.7K
|
1.67K
$449K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-163- 0.09% |
$33.2K - $35.9K
|
179K
$48.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-163- 11.58% |
$33.2K - $35.9K
|
1.25K
$335K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-166- 0.71% |
$33.8K - $36.5K
|
23.4K
$6.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-166- 0.99% |
$33.8K - $36.5K
|
16.6K
$4.46M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-168- 4.96% |
$34.2K - $37K
|
3.22K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-168- 2.67% |
$34.2K - $37K
|
6.13K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-169- 3.32% |
$34.4K - $37.2K
|
4.93K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-171- 31.26% |
$34.8K - $37.6K
|
376
$101K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-176- 7.65% |
$35.8K - $38.7K
|
2.13K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-177- 3.56% |
$36K - $39K
|
4.79K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-179- 2.47% |
$36.4K - $39.4K
|
7.06K
$1.9M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-179- 2.47% |
$36.4K - $39.4K
|
7.06K
$1.9M
|