Purchases and Sales Made in Q2 2023 in Vanguard Mid Cap ETF (VO)

VO Quotes by TradingView

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 21, 2023 Q2 2023
Summit Financial Strategies, Inc.

BUY
 -
799
+ 32.09%
$163K - $176K
3.29K $885K
Nov 13, 2023 Q2 2023
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
761
+ 49.74%
$155K - $168K
2.29K $616K
Jul 28, 2023 Q2 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
753
+ 2.63%
$153K - $166K
29.4K $7.91M
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
753
+ 3.76%
$153K - $166K
20.8K $5.58M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
750
+ 2.5%
$153K - $165K
30.7K $8.27M
Aug 01, 2023 Q2 2023
Heritage Investors Management Corp

BUY
 -
733
+ 1.06%
$149K - $161K
69.8K $18.8M
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
724
+ 9.21%
$147K - $159K
8.59K $2.31M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
714
+ 10.26%
$145K - $157K
7.68K $2.07M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
710
+ 9.58%
$144K - $156K
8.12K $2.19M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
709
+ 0.61%
$144K - $156K
117K $31.4M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
703
+ 2.01%
$143K - $155K
35.8K $9.62M
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
700
+ 0.94%
$142K - $154K
74.9K $20.1M
Jul 28, 2023 Q2 2023
Marquette Asset Management, LLC

BUY
 -
687
+ 0.71%
$140K - $151K
97K $26.1M
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

BUY
 -
683
+ 49.56%
$139K - $150K
2.06K $555K
Aug 14, 2023 Q2 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
683
+ 2.08%
$139K - $150K
33.4K $9M
Jul 18, 2023 Q2 2023
Pinnacle Financial Group, LLC

BUY
 -
682
+ 7.73%
$139K - $150K
9.5K $2.56M
Jul 27, 2023 Q2 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
680
+ 31.28%
$138K - $150K
2.85K $768K
Aug 14, 2023 Q2 2023
Meridian Management CO

BUY
 -
670
+ 0.78%
$136K - $148K
86.6K $23.3M
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
665
+ 2.92%
$135K - $146K
23.4K $6.3M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
659
+ 2.28%
$134K - $145K
29.6K $7.97M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
657
+ 102.98%
$134K - $145K
1.3K $348K
Jul 28, 2023 Q2 2023
Defined Wealth Management, LLC

BUY
 -
649
+ 8.26%
$132K - $143K
8.5K $2.29M
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
647
+ 23.51%
$132K - $142K
3.4K $915K
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
645
+ 2.58%
$131K - $142K
25.6K $6.89M
Jul 31, 2023 Q2 2023
West Bancorporation Inc

BUY
 -
643
+ 10.46%
$131K - $142K
6.79K $1.83M
Jul 24, 2023 Q2 2023
True Wealth Financial Partners

BUY
 -
635
+ 1.19%
$129K - $140K
53.9K $14.5M
Jul 31, 2023 Q2 2023
Heritage Financial Services, LLC

BUY
 -
634
+ 17.69%
$129K - $140K
4.22K $1.13M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
627
+ 8.9%
$128K - $138K
7.67K $2.06M
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
605
+ 220.0%
$123K - $133K
880 $237K
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
597
+ 4.05%
$121K - $131K
15.3K $4.13M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
593
+ 17.43%
$121K - $131K
4K $1.07M
Jul 13, 2023 Q2 2023
Perkins Coie Trust CO

BUY
 -
590
+ 0.51%
$120K - $130K
116K $31.3M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
584
+ 35.16%
$119K - $129K
2.25K $604K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
584
+ 11.16%
$119K - $129K
5.82K $1.56M
Aug 14, 2023 Q2 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
581
+ 28.31%
$118K - $128K
2.63K $708K
Aug 04, 2023 Q2 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
570
+ 1.63%
$116K - $125K
35.6K $9.57M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
568
+ 0.22%
$116K - $125K
257K $69.1M
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
565
+ 2.35%
$115K - $124K
24.6K $6.61M
Aug 09, 2023 Q2 2023
Bar Harbor Wealth Management

Concord, NH
BUY
 -
554
+ 4.58%
$113K - $122K
12.7K $3.41M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
551
+ 26.9%
$112K - $121K
2.6K $699K
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

BUY
 -
542
+ 2.99%
$110K - $119K
18.7K $5.03M
Aug 30, 2023 Q2 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
525
+ 4.94%
$107K - $116K
11.1K $3M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
523
New
$106K - $115K
523 $141K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
523
+ 29.63%
$106K - $115K
2.29K $616K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
518
+ 4.14%
$105K - $114K
13K $3.51M
Aug 11, 2023 Q2 2023
Intergy Private Wealth, LLC

BUY
 -
517
+ 7.85%
$105K - $114K
7.11K $1.91M
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
514
+ 6.02%
$105K - $113K
9.05K $2.43M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
512
+ 12.41%
$104K - $113K
4.64K $1.25M
Jul 09, 2024 Q2 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
503
+ 4.3%
$102K - $111K
12.2K $3.28M

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