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 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.01K+ 89.99% |
$613K - $663K
|
6.36K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.97K+ 16.21% |
$605K - $655K
|
21.3K
$5.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.97K+ 5.9% |
$603K - $653K
|
53.3K
$14.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.94K+ 9.38% |
$597K - $646K
|
34.2K
$9.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 27.38% |
$597K - $646K
|
13.6K
$3.67M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.93K+ 9.56% |
$596K - $645K
|
33.6K
$9.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.93K+ 28.96% |
$595K - $644K
|
13K
$3.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.9K+ 3.74% |
$590K - $639K
|
80.5K
$21.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.89KNew |
$587K - $636K
|
2.89K
$777K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.82KNew |
$574K - $621K
|
2.82K
$759K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.81K+ 182.63% |
$571K - $618K
|
4.34K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.81K+ 12.08% |
$571K - $618K
|
26K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.79KNew |
$568K - $614K
|
2.79K
$751K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2.77K+ 3.69% |
$562K - $609K
|
77.7K
$20.9M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.74KNew |
$558K - $604K
|
2.74K
$738K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.71K+ 2.04% |
$550K - $596K
|
135K
$36.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.7K+ 14.91% |
$550K - $595K
|
20.8K
$5.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.61K+ 4.98% |
$530K - $574K
|
54.9K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.58K+ 2.52% |
$526K - $569K
|
105K
$28.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$516K - $558K
|
2.54K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.51KNew |
$510K - $552K
|
2.51K
$675K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.47K+ 5.2% |
$503K - $544K
|
50.1K
$13.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
2.46K+ 4.6% |
$500K - $541K
|
55.9K
$15M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.4KNew |
$488K - $528K
|
2.4K
$646K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.38K+ 9.95% |
$484K - $524K
|
26.3K
$7.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.33K+ 7.39% |
$473K - $512K
|
33.8K
$9.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.33K+ 11.97% |
$473K - $512K
|
21.7K
$5.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
2.3K+ 11.16% |
$468K - $506K
|
22.9K
$6.16M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.3K+ 2.44% |
$467K - $506K
|
96.4K
$25.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.28KNew |
$464K - $502K
|
2.28K
$614K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.28K+ 6.71% |
$463K - $501K
|
36.2K
$9.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2.27K+ 19.24% |
$461K - $499K
|
14K
$3.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.26K+ 3.27% |
$461K - $498K
|
71.5K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.25K+ 2.24% |
$457K - $495K
|
103K
$27.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 21.39% |
$452K - $490K
|
12.6K
$3.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.21K+ 1.46% |
$449K - $486K
|
154K
$41.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.18K+ 6.06% |
$444K - $481K
|
38.2K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.17K+ 2.95% |
$441K - $478K
|
75.7K
$20.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.15K+ 12.17% |
$438K - $474K
|
19.8K
$5.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.15KNew |
$437K - $473K
|
2.15K
$578K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.1KNew |
$427K - $462K
|
2.1K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.09KNew |
$425K - $460K
|
2.09K
$562K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98K+ 94.18% |
$402K - $435K
|
4.07K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.98K+ 3.1% |
$402K - $435K
|
65.7K
$17.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.97KNew |
$400K - $433K
|
1.97K
$530K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.95K+ 16.93% |
$398K - $430K
|
13.5K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.92K+ 4.52% |
$391K - $423K
|
44.5K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.9K+ 28.52% |
$386K - $418K
|
8.55K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.9K+ 130.09% |
$386K - $418K
|
3.36K
$903K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.89K+ 7.72% |
$385K - $417K
|
26.4K
$7.11M
|