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 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.34K+ 110.59% |
$272K - $294K
|
2.55K
$685K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.33KNew |
$270K - $293K
|
1.33K
$358K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.32K+ 30.01% |
$269K - $291K
|
5.74K
$1.54M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
1.32K+ 11.08% |
$268K - $290K
|
13.2K
$3.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.31K+ 9.06% |
$266K - $288K
|
15.8K
$4.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.29% |
$262K - $284K
|
57.5K
$15.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.28KNew |
$259K - $281K
|
1.28K
$343K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24KNew |
$253K - $273K
|
1.24K
$334K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.23K+ 15.34% |
$249K - $270K
|
9.21K
$2.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.22K+ 119.43% |
$249K - $269K
|
2.25K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.21K+ 7.93% |
$246K - $266K
|
16.5K
$4.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.21K+ 3.98% |
$245K - $265K
|
31.5K
$8.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.2KNew |
$244K - $264K
|
1.2K
$323K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.18K+ 3.59% |
$239K - $259K
|
33.9K
$9.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.17K+ 5.16% |
$238K - $258K
|
23.8K
$6.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.17K+ 103.54% |
$238K - $257K
|
2.3K
$618K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
1.17K+ 5.52% |
$238K - $257K
|
22.3K
$6.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.17KNew |
$238K - $257K
|
1.17K
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.16K+ 23.88% |
$236K - $255K
|
6.01K
$1.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.16K+ 1.42% |
$235K - $255K
|
82.8K
$22.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.16KNew |
$235K - $255K
|
1.16K
$311K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.15KNew |
$234K - $253K
|
1.15K
$310K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.15K+ 9.06% |
$233K - $253K
|
13.8K
$3.72M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1.15K+ 5.49% |
$233K - $253K
|
22K
$5.93M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$231K - $250K
|
1.14K
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.14K+ 45.03% |
$231K - $250K
|
3.66K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.14K+ 1.79% |
$231K - $250K
|
64.6K
$17.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.13K+ 8.24% |
$231K - $250K
|
14.9K
$4.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 8.86% |
$230K - $249K
|
13.9K
$3.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
1.13KNew |
$229K - $248K
|
1.13K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.12K+ 4.69% |
$228K - $247K
|
25K
$6.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.12K+ 1.23% |
$227K - $246K
|
91.5K
$24.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.11KNew |
$226K - $245K
|
1.11K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.11K+ 5.52% |
$225K - $244K
|
21.2K
$5.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$224K - $243K
|
1.1K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.1K+ 14.77% |
$223K - $241K
|
8.52K
$2.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.09K+ 1.4% |
$221K - $239K
|
78.7K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 6.96% |
$219K - $237K
|
16.5K
$4.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05K+ 11.3% |
$214K - $232K
|
10.4K
$2.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.05K+ 2.57% |
$214K - $232K
|
42K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05K+ 3.91% |
$214K - $231K
|
27.9K
$7.51M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.05KNew |
$214K - $231K
|
1.05K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.04KNew |
$211K - $228K
|
1.04K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.04K+ 2.78% |
$211K - $228K
|
38.3K
$10.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$210K - $227K
|
1.03K
$277K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.02K+ 1.21% |
$207K - $224K
|
85K
$22.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.01KNew |
$205K - $222K
|
1.01K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.01K+ 3.53% |
$205K - $221K
|
29.5K
$7.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
998+ 2.27% |
$203K - $220K
|
44.9K
$12.1M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
993New |
$202K - $219K
|
993
$267K
|