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 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-736- 6.82% |
$150K - $162K
|
10.1K
$2.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-740- 43.05% |
$151K - $163K
|
979
$263K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-747- 23.82% |
$152K - $164K
|
2.39K
$643K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-754- 6.24% |
$153K - $166K
|
11.3K
$3.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-760- 1.8% |
$155K - $167K
|
41.4K
$11.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-768- 18.7% |
$156K - $169K
|
3.34K
$898K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-769- 7.43% |
$156K - $169K
|
9.57K
$2.58M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-772- 5.56% |
$157K - $170K
|
13.1K
$3.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-779- 2.85% |
$158K - $172K
|
26.6K
$7.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-783- 5.49% |
$159K - $172K
|
13.5K
$3.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-789- 4.92% |
$161K - $174K
|
15.2K
$4.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-789- 2.49% |
$161K - $174K
|
30.9K
$8.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-795- 38.8% |
$162K - $175K
|
1.25K
$337K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-812- 4.19% |
$165K - $179K
|
18.6K
$5M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-813- 2.27% |
$165K - $179K
|
34.9K
$9.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-819- 39.55% |
$167K - $180K
|
1.25K
$337K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-832- 24.93% |
$169K - $183K
|
2.51K
$674K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-848- 36.85% |
$173K - $187K
|
1.45K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-849- 9.65% |
$173K - $187K
|
7.95K
$2.14M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-851- 1.46% |
$173K - $187K
|
57.6K
$15.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-856- 10.35% |
$174K - $188K
|
7.41K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-858- 8.9% |
$175K - $189K
|
8.78K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-877- 19.97% |
$178K - $193K
|
3.52K
$946K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-889- 16.94% |
$181K - $196K
|
4.36K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-896- 4.46% |
$182K - $197K
|
19.2K
$5.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-913- 44.08% |
$186K - $201K
|
1.16K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-943- 43.84% |
$192K - $208K
|
1.21K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-948- 11.66% |
$193K - $209K
|
7.19K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-976- 3.96% |
$199K - $215K
|
23.7K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-982- 3.5% |
$200K - $216K
|
27.1K
$7.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.01K- 8.32% |
$206K - $223K
|
11.2K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.02K- 15.09% |
$207K - $224K
|
5.73K
$1.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.02K- 26.87% |
$208K - $225K
|
2.78K
$749K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 61.7% |
$208K - $225K
|
635
$171K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 61.7% |
$208K - $225K
|
635
$171K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.05K- 3.11% |
$214K - $232K
|
32.8K
$8.81M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.08K- 18.74% |
$219K - $237K
|
4.66K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.08K- 24.47% |
$219K - $237K
|
3.32K
$894K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.09K- 4.63% |
$222K - $240K
|
22.5K
$6.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.09K- 2.3% |
$222K - $241K
|
46.5K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.13K- 0.55% |
$229K - $248K
|
203K
$54.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 23.18% |
$232K - $251K
|
3.77K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 13.34% |
$234K - $253K
|
7.46K
$2.01M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.15K- 35.02% |
$234K - $254K
|
2.14K
$575K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.16K- 30.42% |
$235K - $254K
|
2.64K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.16K- 2.94% |
$236K - $255K
|
38.3K
$10.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.17K- 1.63% |
$239K - $258K
|
70.7K
$19M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.18K- 26.14% |
$240K - $259K
|
3.33K
$896K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.19K- 54.9% |
$241K - $261K
|
975
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.19K- 9.43% |
$242K - $262K
|
11.4K
$3.07M
|