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 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.48K+ 19.93% |
$911K - $986K
|
26.9K
$7.25M
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.45K+ 38.96% |
$905K - $980K
|
15.9K
$4.27M
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.43K+ 5.32% |
$901K - $975K
|
87.6K
$23.6M
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
4.38K+ 3.52% |
$891K - $964K
|
129K
$34.6M
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.34K+ 200.05% |
$882K - $955K
|
6.51K
$1.75M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
4.29K+ 73.85% |
$872K - $943K
|
10.1K
$2.71M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
4.27K+ 2.7% |
$869K - $940K
|
162K
$43.6M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.22K+ 5.01% |
$859K - $930K
|
88.4K
$23.8M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.14K+ 6.53% |
$842K - $911K
|
67.5K
$18.2M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.07K+ 10.7% |
$828K - $896K
|
42.1K
$11.3M
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.06K+ 4.09% |
$825K - $893K
|
103K
$27.8M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.04K+ 22.97% |
$822K - $890K
|
21.6K
$5.82M
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.94K+ 121.47% |
$802K - $868K
|
7.19K
$1.93M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3.87K+ 156.89% |
$788K - $852K
|
6.34K
$1.71M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.83K+ 3.84% |
$779K - $843K
|
103K
$27.8M
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3.82K+ 38.2% |
$777K - $841K
|
13.8K
$3.72M
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
3.79K+ 32.73% |
$771K - $835K
|
15.4K
$4.14M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.72KNew |
$757K - $819K
|
3.72K
$1M
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.68K+ 19.2% |
$748K - $809K
|
22.8K
$6.14M
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.61K+ 11.19% |
$735K - $795K
|
35.9K
$9.65M
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.61K+ 6.15% |
$734K - $794K
|
62.2K
$16.7M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.58K+ 9.86% |
$728K - $788K
|
39.9K
$10.7M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.56KNew |
$723K - $783K
|
3.56K
$957K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.55K+ 435.71% |
$722K - $782K
|
4.37K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
3.55K+ 83.66% |
$722K - $781K
|
7.79K
$2.1M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.54K+ 5.76% |
$721K - $780K
|
65.1K
$17.5M
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.54K+ 13.56% |
$720K - $779K
|
29.6K
$7.97M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.48KNew |
$708K - $766K
|
3.48K
$936K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 2.7% |
$702K - $760K
|
131K
$35.3M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.44K+ 12.01% |
$700K - $758K
|
32.1K
$8.63M
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.44K+ 8.59% |
$699K - $756K
|
43.4K
$11.7M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.4K+ 9.24% |
$691K - $747K
|
40.1K
$10.8M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.36K+ 7.14% |
$684K - $740K
|
50.4K
$13.6M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.36K+ 1.71% |
$683K - $740K
|
200K
$53.7M
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.35KNew |
$682K - $738K
|
3.35K
$902K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
3.34K+ 17.81% |
$679K - $734K
|
22.1K
$5.94M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 7.75% |
$677K - $733K
|
46.3K
$12.5M
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3.32K+ 25.84% |
$675K - $730K
|
16.1K
$4.34M
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.31K+ 7.5% |
$672K - $728K
|
47.4K
$12.7M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.3K+ 36.64% |
$672K - $727K
|
12.3K
$3.31M
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
3.28K+ 6.32% |
$668K - $723K
|
55.3K
$14.9M
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.28KNew |
$667K - $722K
|
3.28K
$882K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.27K+ 72.01% |
$665K - $719K
|
7.8K
$2.1M
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.17K+ 13.66% |
$644K - $697K
|
26.4K
$7.09M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.16K+ 2.12% |
$643K - $695K
|
152K
$41M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.12K+ 2.87% |
$636K - $688K
|
112K
$30.1M
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.1K+ 12.79% |
$630K - $681K
|
27.3K
$7.34M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.1K+ 3.25% |
$630K - $681K
|
98.4K
$26.5M
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
3.09K+ 37.12% |
$628K - $680K
|
11.4K
$3.07M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.02K+ 3.19% |
$614K - $665K
|
97.8K
$26.3M
|