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 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-183- 13.07% |
$37.2K - $40.3K
|
1.22K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-184- 7.76% |
$37.4K - $40.5K
|
2.19K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-186- 2.32% |
$37.8K - $40.9K
|
7.83K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-188- 4.77% |
$38.2K - $41.4K
|
3.76K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-188- 0.57% |
$38.2K - $41.4K
|
33.1K
$8.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-189- 12.23% |
$38.4K - $41.6K
|
1.36K
$365K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-190- 1.42% |
$38.7K - $41.8K
|
13.2K
$3.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-192- 0.18% |
$39.1K - $42.3K
|
104K
$28M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-192- 2.5% |
$39.1K - $42.3K
|
7.48K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-195- 1.17% |
$39.7K - $42.9K
|
16.5K
$4.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-200- 2.6% |
$40.7K - $44K
|
7.49K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-203- 0.22% |
$41.3K - $44.7K
|
91.9K
$24.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-203- 2.87% |
$41.3K - $44.7K
|
6.88K
$1.85M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-204- 3.63% |
$41.5K - $44.9K
|
5.42K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-209- 1.85% |
$42.5K - $46K
|
11.1K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-209- 6.83% |
$42.5K - $46K
|
2.85K
$768K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-209- 4.86% |
$42.5K - $46K
|
4.09K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-210- 1.63% |
$42.7K - $46.2K
|
12.7K
$3.41M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-212- 5.45% |
$43.1K - $46.7K
|
3.68K
$990K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-215- 2.09% |
$43.7K - $47.3K
|
10.1K
$2.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-216- 1.04% |
$43.9K - $47.6K
|
20.6K
$5.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-216- 10.75% |
$43.9K - $47.6K
|
1.79K
$483K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-222- 0.56% |
$45.2K - $48.9K
|
39.7K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-222- 2.84% |
$45.2K - $48.9K
|
7.6K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-223- 6.35% |
$45.4K - $49.1K
|
3.29K
$884K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-224- 5.77% |
$45.6K - $49.3K
|
3.66K
$984K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-224- 8.1% |
$45.6K - $49.3K
|
2.54K
$684K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-227- 0.2% |
$46.2K - $50K
|
113K
$30.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-228- 15.15% |
$46.4K - $50.2K
|
1.28K
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-230- 4.65% |
$46.8K - $50.6K
|
4.72K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-233- 9.43% |
$47.4K - $51.3K
|
2.24K
$602K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-234- 2.17% |
$47.6K - $51.5K
|
10.6K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-234- 2.3% |
$47.6K - $51.5K
|
9.94K
$2.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-235- 0.86% |
$47.8K - $51.7K
|
27.1K
$7.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-235- 3.4% |
$47.8K - $51.7K
|
6.67K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-237- 15.33% |
$48.2K - $52.2K
|
1.31K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-239- 6.68% |
$48.6K - $52.6K
|
3.34K
$898K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-246- 6.45% |
$50K - $54.2K
|
3.57K
$961K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-252- 9.74% |
$51.3K - $55.5K
|
2.33K
$628K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-252- 1.11% |
$51.3K - $55.5K
|
22.4K
$6.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-255- 40.41% |
$51.9K - $56.1K
|
376
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-268- 4.48% |
$54.5K - $59K
|
5.71K
$1.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-282- 7.64% |
$57.4K - $62.1K
|
3.41K
$918K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-285- 1.01% |
$58K - $62.7K
|
27.9K
$7.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-292- 45.2% |
$59.4K - $64.3K
|
354
$95.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-294- 1.42% |
$59.8K - $64.7K
|
20.4K
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-295- 12.84% |
$60K - $64.9K
|
2K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-300- 7.24% |
$61K - $66K
|
3.85K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-303- 0.84% |
$61.6K - $66.7K
|
35.6K
$9.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-304- 1.58% |
$61.8K - $66.9K
|
19K
$5.1M
|