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 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
985New |
$200K - $217K
|
985
$265K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
978+ 5.46% |
$199K - $215K
|
18.9K
$5.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
977+ 24.15% |
$199K - $215K
|
5.02K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
974+ 2.44% |
$198K - $214K
|
40.9K
$11M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
967New |
$197K - $213K
|
967
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
962+ 10.44% |
$196K - $212K
|
10.2K
$2.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
959+ 450.23% |
$195K - $211K
|
1.17K
$315K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
956New |
$194K - $210K
|
956
$257K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
950New |
$193K - $209K
|
950
$256K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
944+ 6.17% |
$192K - $208K
|
16.2K
$4.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
941+ 1.5% |
$191K - $207K
|
63.6K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
940New |
$191K - $207K
|
940
$253K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
939+ 14.45% |
$191K - $207K
|
7.44K
$2M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
937+ 1.11% |
$191K - $206K
|
85.2K
$22.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
937New |
$191K - $206K
|
937
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
937+ 5.17% |
$191K - $206K
|
19.1K
$5.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
934New |
$190K - $206K
|
934
$251K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
933New |
$190K - $205K
|
933
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
926+ 25.4% |
$188K - $204K
|
4.57K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
922+ 2.05% |
$188K - $203K
|
45.8K
$12.3M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
920New |
$187K - $203K
|
920
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
916New |
$186K - $202K
|
916
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
915New |
$186K - $201K
|
915
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
915+ 3.9% |
$186K - $201K
|
24.4K
$6.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
914New |
$186K - $201K
|
914
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
913New |
$186K - $201K
|
913
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
912New |
$186K - $201K
|
912
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
908New |
$185K - $200K
|
908
$244K
|
|
|
Jul 19, 2023
Q2 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
907+ 1.03% |
$185K - $200K
|
88.6K
$23.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
902+ 3.18% |
$183K - $199K
|
29.2K
$7.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
894+ 3.82% |
$182K - $197K
|
24.3K
$6.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
884+ 12.2% |
$180K - $195K
|
8.13K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
878+ 7.37% |
$179K - $193K
|
12.8K
$3.44M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
875+ 2.32% |
$178K - $193K
|
38.5K
$10.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
873+ 8.44% |
$178K - $192K
|
11.2K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
858+ 0.35% |
$175K - $189K
|
248K
$66.7M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
851+ 2.09% |
$173K - $187K
|
41.5K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
850+ 4.69% |
$173K - $187K
|
19K
$5.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
842+ 22.23% |
$171K - $185K
|
4.63K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
BUY
|
- |
841+ 16.98% |
$171K - $185K
|
5.79K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
832+ 1.89% |
$169K - $183K
|
44.8K
$12.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
830+ 0.48% |
$169K - $183K
|
173K
$46.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
825+ 10.9% |
$168K - $182K
|
8.4K
$2.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
820+ 3.05% |
$167K - $181K
|
27.7K
$7.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
815+ 7.85% |
$166K - $179K
|
11.2K
$3.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
810+ 3.33% |
$165K - $178K
|
25.2K
$6.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
806+ 242.04% |
$164K - $177K
|
1.14K
$306K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
802+ 2.92% |
$163K - $177K
|
28.3K
$7.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
800New |
$163K - $176K
|
800
$215K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
799+ 6.33% |
$163K - $176K
|
13.4K
$3.61M
|