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 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-294- 1.42% |
$59.8K - $64.7K
|
20.4K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-295- 12.84% |
$60K - $64.9K
|
2K
$541K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-300- 7.24% |
$61K - $66K
|
3.85K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-303- 0.84% |
$61.6K - $66.7K
|
35.6K
$9.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-304- 1.58% |
$61.8K - $66.9K
|
19K
$5.12M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-307- 3.75% |
$62.5K - $67.6K
|
7.88K
$2.13M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-307- 47.67% |
$62.5K - $67.6K
|
337
$91.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-313- 4.34% |
$63.7K - $68.9K
|
6.9K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-314- 1.86% |
$63.9K - $69.1K
|
16.6K
$4.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-316- 0.94% |
$64.3K - $69.6K
|
33.3K
$8.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-321- 0.8% |
$65.3K - $70.7K
|
39.9K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-328- 15.69% |
$66.7K - $72.2K
|
1.76K
$477K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-329- 4.35% |
$66.9K - $72.4K
|
7.24K
$1.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-338- 5.39% |
$68.8K - $74.4K
|
5.94K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-339- 23.87% |
$69K - $74.6K
|
1.08K
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-339- 10.73% |
$69K - $74.6K
|
2.82K
$763K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-341- 2.08% |
$69.4K - $75.1K
|
16.1K
$4.35M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-348- 33.05% |
$70.8K - $76.6K
|
705
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-354- 1.84% |
$72K - $77.9K
|
18.8K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-356- 16.54% |
$72.4K - $78.4K
|
1.8K
$486K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-357- 12.72% |
$72.6K - $78.6K
|
2.45K
$662K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-357- 8.09% |
$72.6K - $78.6K
|
4.06K
$1.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-359- 16.54% |
$73K - $79K
|
1.81K
$490K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-369- 11.82% |
$75.1K - $81.2K
|
2.75K
$745K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-371- 40.46% |
$75.5K - $81.7K
|
546
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-373- 2.48% |
$75.9K - $82.1K
|
14.7K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-373- 0.69% |
$75.9K - $82.1K
|
53.4K
$14.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-375- 1.1% |
$76.3K - $82.6K
|
33.8K
$9.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-375- 1.18% |
$76.3K - $82.6K
|
31.4K
$8.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-376- 3.0% |
$76.5K - $82.8K
|
12.2K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-377- 0.82% |
$76.7K - $83K
|
45.5K
$12.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-379- 3.1% |
$77.1K - $83.4K
|
11.8K
$3.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-385- 6.76% |
$78.3K - $84.8K
|
5.31K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-389- 0.65% |
$79.1K - $85.6K
|
59.1K
$16M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-396- 25.8% |
$80.6K - $87.2K
|
1.14K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-404- 2.66% |
$82.2K - $88.9K
|
14.8K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-425- 4.28% |
$86.5K - $93.6K
|
9.5K
$2.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-427- 7.27% |
$86.9K - $94K
|
5.45K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-434- 4.32% |
$88.3K - $95.5K
|
9.62K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-436- 24.36% |
$88.7K - $96K
|
1.35K
$366K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-437- 13.48% |
$88.9K - $96.2K
|
2.81K
$759K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-437- 0.81% |
$88.9K - $96.2K
|
53.6K
$14.5M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-437- 0.81% |
$88.9K - $96.2K
|
53.6K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-443- 1.21% |
$90.1K - $97.5K
|
36.1K
$9.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-444- 29.35% |
$90.3K - $97.8K
|
1.07K
$289K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-448- 4.16% |
$91.1K - $98.6K
|
10.3K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-448- 19.54% |
$91.1K - $98.6K
|
1.85K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-454- 3.09% |
$92.4K - $100K
|
14.2K
$3.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-459- 21.15% |
$93.4K - $101K
|
1.71K
$463K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-462- 20.67% |
$94K - $102K
|
1.77K
$479K
|