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 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.73M+ 62.2% |
$758M - $820M
|
9.72M
$2.6B
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
427K+ 66.12% |
$86.8M - $94M
|
1.07M
$287M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
328K+ 14.06% |
$66.8M - $72.3M
|
2.66M
$713M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
241K+ 13.98% |
$49M - $53M
|
1.96M
$526M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 3.6% |
$46.2M - $50M
|
6.53M
$1.75B
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
222KNew |
$45.1M - $48.8M
|
222K
$59.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
214K+ 56.0% |
$43.5M - $47.1M
|
595K
$160M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
205K+ 2.55% |
$41.8M - $45.2M
|
8.25M
$2.21B
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 7.66% |
$34.2M - $37M
|
2.37M
$634M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
166K+ 1.15% |
$33.8M - $36.6M
|
14.6M
$3.92B
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
163K+ 3.65% |
$33.2M - $35.9M
|
4.63M
$1.24B
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
153K+ 71.33% |
$31.1M - $33.6M
|
367K
$98.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 3.29% |
$23.5M - $25.4M
|
3.63M
$972M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
114K+ 12.43% |
$23.2M - $25.1M
|
1.03M
$276M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
113K+ 20.49% |
$22.9M - $24.8M
|
663K
$178M
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
103KNew |
$20.9M - $22.6M
|
103K
$27.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92.4K+ 4.36% |
$18.8M - $20.3M
|
2.21M
$593M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
85.3K+ 8.68% |
$17.4M - $18.8M
|
1.07M
$286M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.9K+ 12.91% |
$17.3M - $18.7M
|
743K
$199M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.4K+ 48.05% |
$16.3M - $17.7M
|
248K
$66.3M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
74.5K+ 937.23% |
$15.2M - $16.4M
|
82.5K
$22.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
68.7K+ 115.63% |
$14M - $15.1M
|
128K
$34.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.9K+ 8.27% |
$13.2M - $14.3M
|
850K
$228M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
63.8KNew |
$13M - $14.1M
|
63.8K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
61K+ 174.59% |
$12.4M - $13.4M
|
95.9K
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59K+ 28.32% |
$12M - $13M
|
267K
$71.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
53.2K+ 31.05% |
$10.8M - $11.7M
|
225K
$60.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
50.5K+ 31.73% |
$10.3M - $11.1M
|
210K
$56.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
46.6K+ 4.08% |
$9.48M - $10.3M
|
1.19M
$318M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.4K+ 1.29% |
$8.63M - $9.34M
|
3.33M
$893M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
41.9K+ 16.04% |
$8.52M - $9.22M
|
303K
$81.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
38.6KNew |
$7.86M - $8.51M
|
38.6K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 3.34% |
$7.52M - $8.14M
|
1.15M
$307M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
35.2K+ 2716.13% |
$7.16M - $7.75M
|
36.5K
$9.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
33.1K+ 51.76% |
$6.72M - $7.28M
|
96.9K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$6.65M - $7.2M
|
32.7K
$8.76M
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$6.65M - $7.2M
|
32.7K
$8.76M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$6.65M - $7.2M
|
32.7K
$8.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.1K+ 2.35% |
$6.52M - $7.06M
|
1.39M
$373M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6K+ 4.66% |
$6.43M - $6.96M
|
710K
$190M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6K+ 4.66% |
$6.43M - $6.96M
|
710K
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31.5K+ 7.39% |
$6.41M - $6.94M
|
458K
$123M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30KNew |
$6.09M - $6.6M
|
30K
$8.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.7K+ 8.87% |
$5.64M - $6.1M
|
340K
$91.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
27.2K+ 3.99% |
$5.54M - $6M
|
711K
$190M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.1K+ 457.09% |
$5.3M - $5.74M
|
31.8K
$8.52M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
25.7K+ 283.0% |
$5.23M - $5.66M
|
34.8K
$9.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
25.1K+ 55.37% |
$5.1M - $5.52M
|
70.4K
$18.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24.2K+ 327.34% |
$4.93M - $5.34M
|
31.6K
$8.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.2K+ 37.57% |
$4.72M - $5.1M
|
84.9K
$22.7M
|