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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.85KNew |
$1.8M - $1.95M
|
8.85K
$2.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.79KNew |
$1.79M - $1.93M
|
8.79K
$2.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.42K+ 65.09% |
$1.71M - $1.85M
|
21.4K
$5.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.21K+ 1.92% |
$1.67M - $1.81M
|
435K
$117M
|
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
8.18KNew |
$1.66M - $1.8M
|
8.18K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.18K+ 3.67% |
$1.66M - $1.8M
|
231K
$62.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.01K+ 2.61% |
$1.63M - $1.76M
|
315K
$84.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.98K+ 1.89% |
$1.62M - $1.76M
|
430K
$116M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.89K+ 9.64% |
$1.6M - $1.74M
|
89.7K
$24.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
7.74K+ 31.92% |
$1.57M - $1.7M
|
32K
$8.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
7.73KNew |
$1.57M - $1.7M
|
7.73K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.43KNew |
$1.51M - $1.63M
|
7.43K
$2M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.92K+ 9.55% |
$1.41M - $1.52M
|
79.4K
$21.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
6.77K+ 6.43% |
$1.38M - $1.49M
|
112K
$30.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.52K+ 16.52% |
$1.33M - $1.44M
|
46K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
6.49K+ 17.73% |
$1.32M - $1.43M
|
43.1K
$11.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.47K+ 12.74% |
$1.32M - $1.43M
|
57.3K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
6.39K+ 39.02% |
$1.3M - $1.41M
|
22.7K
$6.12M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
6.27KNew |
$1.28M - $1.38M
|
6.27K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07K+ 29.51% |
$1.24M - $1.34M
|
26.7K
$7.17M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.07K+ 52.94% |
$1.23M - $1.34M
|
17.5K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.99K+ 7.59% |
$1.22M - $1.32M
|
85K
$22.9M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.95K+ 4.18% |
$1.21M - $1.31M
|
148K
$39.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
5.94K+ 11.41% |
$1.21M - $1.31M
|
58K
$15.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.75K+ 237.76% |
$1.17M - $1.27M
|
8.17K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.67K+ 14.89% |
$1.15M - $1.25M
|
43.7K
$11.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.59K+ 23.41% |
$1.14M - $1.23M
|
29.5K
$7.93M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.44KNew |
$1.11M - $1.2M
|
5.44K
$1.46M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.31K+ 425.4% |
$1.08M - $1.17M
|
6.56K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
5.24K+ 10.15% |
$1.07M - $1.15M
|
56.9K
$15.3M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$1.06M - $1.15M
|
5.2K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.16KNew |
$1.05M - $1.14M
|
5.16K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.15K+ 52.17% |
$1.05M - $1.13M
|
15K
$4.04M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
5.13K+ 19.73% |
$1.04M - $1.13M
|
31.1K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.12K+ 1.96% |
$1.04M - $1.13M
|
266K
$71.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.11K+ 1.85% |
$1.04M - $1.12M
|
281K
$75.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.11KNew |
$1.04M - $1.12M
|
5.11K
$1.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
5.1K+ 47.03% |
$1.04M - $1.12M
|
15.9K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5K+ 86.71% |
$1.02M - $1.1M
|
10.8K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.91K+ 2012.3% |
$999K - $1.08M
|
5.15K
$1.39M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.9K+ 3.09% |
$997K - $1.08M
|
164K
$44M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.89K+ 3.02% |
$996K - $1.08M
|
167K
$44.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.84K+ 6.62% |
$984K - $1.06M
|
77.9K
$21M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.75K+ 30.78% |
$967K - $1.05M
|
20.2K
$5.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.68K+ 4.55% |
$952K - $1.03M
|
108K
$28.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.66K+ 3.84% |
$949K - $1.03M
|
126K
$33.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.66K+ 8.94% |
$948K - $1.03M
|
56.8K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.6K+ 61.39% |
$935K - $1.01M
|
12.1K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.51K+ 8.44% |
$917K - $993K
|
58K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.48K+ 21.73% |
$912K - $987K
|
25.1K
$6.76M
|