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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.34K- 22.15% |
$1.7M - $1.84M
|
29.3K
$7.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.64K- 23.36% |
$1.76M - $1.9M
|
28.4K
$7.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-9.34K- 48.25% |
$1.9M - $2.06M
|
10K
$2.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-9.38K- 68.62% |
$1.91M - $2.07M
|
4.29K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.47K- 73.57% |
$1.93M - $2.08M
|
3.4K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.56K- 1.94% |
$1.95M - $2.11M
|
483K
$130M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-9.72K- 14.05% |
$1.98M - $2.14M
|
59.5K
$16M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10K- 32.14% |
$2.04M - $2.21M
|
21.2K
$5.7M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10.6K- 9.06% |
$2.16M - $2.34M
|
107K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.8K- 99.81% |
$2.2M - $2.38M
|
21
$5.65K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11.3K- 48.79% |
$2.3M - $2.49M
|
11.9K
$3.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.4K- 39.06% |
$2.32M - $2.51M
|
17.8K
$4.78M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-11.6K- 25.54% |
$2.35M - $2.54M
|
33.7K
$9.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.6K- 6.31% |
$2.36M - $2.56M
|
173K
$46.5M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.1K- 2.26% |
$2.46M - $2.66M
|
521K
$140M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-12.4K- 58.94% |
$2.53M - $2.74M
|
8.66K
$2.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-12.6K- 79.88% |
$2.56M - $2.77M
|
3.16K
$851K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 4.57% |
$2.66M - $2.88M
|
273K
$73.5M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.2K- 84.75% |
$2.68M - $2.9M
|
2.37K
$639K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.4K- 3.35% |
$2.72M - $2.94M
|
386K
$104M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.6K- 3.57% |
$2.77M - $3M
|
368K
$99M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.5K- 39.99% |
$2.96M - $3.2M
|
21.8K
$5.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-15.2K- 33.74% |
$3.09M - $3.34M
|
29.8K
$8.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15.2K- 56.67% |
$3.09M - $3.35M
|
11.6K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15.9K- 48.35% |
$3.23M - $3.5M
|
17K
$4.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-16.1K- 45.2% |
$3.29M - $3.56M
|
19.6K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.5K- 60.59% |
$3.35M - $3.62M
|
10.7K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17K- 9.76% |
$3.46M - $3.74M
|
157K
$42.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-17.2K- 13.55% |
$3.5M - $3.79M
|
110K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-17.3K- 5.93% |
$3.52M - $3.8M
|
274K
$73.7M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18.2K- 77.38% |
$3.7M - $4.01M
|
5.32K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.5K- 47.21% |
$4.16M - $4.5M
|
22.9K
$6.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.8K- 42.39% |
$4.23M - $4.58M
|
28.3K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-21.3K- 94.66% |
$4.34M - $4.7M
|
1.2K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-24.7K- 3.06% |
$5.02M - $5.43M
|
782K
$210M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26K- 86.92% |
$5.29M - $5.72M
|
3.91K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27.1K- 54.17% |
$5.52M - $5.97M
|
22.9K
$6.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-28.7K- 90.53% |
$5.84M - $6.32M
|
3.01K
$809K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30.7K- 77.12% |
$6.24M - $6.75M
|
9.09K
$2.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-33.8K- 5.89% |
$6.88M - $7.45M
|
540K
$145M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.1K- 1.41% |
$7.54M - $8.16M
|
2.59M
$697M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-38.5K- 91.44% |
$7.82M - $8.47M
|
3.6K
$969K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.3K- 81.04% |
$9.01M - $9.75M
|
10.4K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-45.9K- 5.42% |
$9.33M - $10.1M
|
800K
$215M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-49.5K- 20.26% |
$10.1M - $10.9M
|
195K
$52.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.2K- 7.02% |
$10.6M - $11.5M
|
691K
$186M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-75.7K- 6.84% |
$15.4M - $16.7M
|
1.03M
$278M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-102K- 1.73% |
$20.7M - $22.4M
|
5.79M
$1.56B
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114K- 4.91% |
$23.1M - $25M
|
2.2M
$592M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-121K- 98.39% |
$24.7M - $26.7M
|
1.99K
$535K
|