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
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.89K+ 6.03% |
$385K - $417K
|
33.3K
$8.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.86K+ 7.71% |
$379K - $410K
|
26K
$7M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.85K+ 2.06% |
$377K - $408K
|
91.9K
$24.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.85K+ 77.08% |
$376K - $407K
|
4.25K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.85K+ 1.21% |
$376K - $406K
|
155K
$41.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.83K+ 3.5% |
$373K - $404K
|
54.3K
$14.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.81K+ 5.8% |
$368K - $399K
|
33K
$8.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.8K+ 3.52% |
$367K - $397K
|
53K
$14.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.78K+ 3.66% |
$363K - $393K
|
50.5K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 0.45% |
$362K - $392K
|
399K
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.76K+ 10.8% |
$358K - $387K
|
18.1K
$4.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.75K+ 7.03% |
$356K - $386K
|
26.7K
$7.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 82.66% |
$356K - $385K
|
3.87K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.74KNew |
$354K - $383K
|
1.74K
$468K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
1.73K+ 2.63% |
$353K - $382K
|
67.7K
$18.2M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.73K+ 6.9% |
$352K - $381K
|
26.8K
$7.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.73K+ 3.36% |
$352K - $380K
|
53.1K
$14.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.72KNew |
$350K - $379K
|
1.72K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.71KNew |
$347K - $376K
|
1.71K
$460K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.65K+ 4.83% |
$336K - $363K
|
35.8K
$9.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.64K+ 51.07% |
$334K - $361K
|
4.85K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.64K+ 50.51% |
$333K - $361K
|
4.88K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.63K+ 0.79% |
$332K - $359K
|
208K
$56M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.62K+ 0.74% |
$329K - $356K
|
221K
$59.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.61K+ 27.67% |
$327K - $354K
|
7.42K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6KNew |
$325K - $352K
|
1.6K
$430K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.6K+ 5.15% |
$325K - $352K
|
32.6K
$8.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.55K+ 0.94% |
$316K - $342K
|
167K
$45M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.54K+ 95.23% |
$313K - $338K
|
3.15K
$848K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.53K+ 5.33% |
$311K - $337K
|
30.2K
$8.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.53KNew |
$311K - $336K
|
1.53K
$411K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.52KNew |
$309K - $334K
|
1.52K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.51K+ 15.57% |
$307K - $333K
|
11.2K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.48K+ 223.01% |
$302K - $326K
|
2.15K
$578K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.46K+ 4.04% |
$297K - $321K
|
37.6K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.45K+ 21.35% |
$296K - $320K
|
8.26K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.45K+ 3.54% |
$294K - $319K
|
42.4K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.43K+ 5.15% |
$292K - $316K
|
29.3K
$7.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.43K+ 2.58% |
$290K - $314K
|
56.7K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.42KNew |
$289K - $313K
|
1.42K
$383K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.42K+ 11.67% |
$288K - $312K
|
13.6K
$3.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.41K+ 4.19% |
$287K - $311K
|
35.1K
$9.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.4K+ 2.18% |
$286K - $309K
|
65.9K
$17.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.4KNew |
$284K - $307K
|
1.4K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.39KNew |
$283K - $306K
|
1.39K
$374K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.38K+ 60.35% |
$281K - $304K
|
3.66K
$986K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.38K+ 12.37% |
$281K - $304K
|
12.5K
$3.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.36K+ 2.23% |
$277K - $300K
|
62.6K
$16.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.35KNew |
$275K - $298K
|
1.35K
$364K
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.35K+ 5.94% |
$274K - $297K
|
24.1K
$6.47M
|