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 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
498+ 1.1% |
$101K - $110K
|
45.8K
$12.3M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
496+ 39.84% |
$101K - $109K
|
1.74K
$468K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
494+ 12.04% |
$100K - $109K
|
4.6K
$1.24M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
493+ 3.92% |
$100K - $109K
|
13.1K
$3.52M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
485+ 3.51% |
$98.7K - $107K
|
14.3K
$3.85M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
484+ 1.69% |
$98.5K - $107K
|
29.1K
$7.83M
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
477+ 40.77% |
$97K - $105K
|
1.65K
$443K
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
477+ 3.36% |
$97K - $105K
|
14.7K
$3.95M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
473+ 3.44% |
$96.2K - $104K
|
14.2K
$3.83M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
470+ 7.23% |
$95.6K - $103K
|
6.97K
$1.88M
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
467+ 10.51% |
$95K - $103K
|
4.91K
$1.32M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
459+ 6.1% |
$93.4K - $101K
|
7.98K
$2.15M
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
458+ 1.11% |
$93.2K - $101K
|
41.9K
$11.3M
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
457+ 46.21% |
$93K - $101K
|
1.45K
$389K
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
456+ 2.41% |
$92.8K - $100K
|
19.4K
$5.22M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
451+ 1.06% |
$91.7K - $99.3K
|
43.2K
$11.6M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
450New |
$91.5K - $99.1K
|
450
$121K
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
449+ 21.61% |
$91.3K - $98.9K
|
2.53K
$680K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
449+ 3.61% |
$91.3K - $98.9K
|
12.9K
$3.47M
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
447+ 11.47% |
$90.9K - $98.4K
|
4.35K
$1.17M
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
443+ 1.66% |
$90.1K - $97.5K
|
27.1K
$7.29M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
441+ 1.02% |
$89.7K - $97.1K
|
43.5K
$11.7M
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
440+ 3.54% |
$89.5K - $96.9K
|
12.9K
$3.46M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
440+ 4.08% |
$89.5K - $96.9K
|
11.2K
$3.02M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
439+ 5.32% |
$89.3K - $96.7K
|
8.68K
$2.34M
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
437+ 3.89% |
$88.9K - $96.2K
|
11.7K
$3.14M
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
436+ 6.31% |
$88.7K - $96K
|
7.35K
$1.98M
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
436+ 21.62% |
$88.7K - $96K
|
2.45K
$660K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
428+ 10.7% |
$87.1K - $94.2K
|
4.43K
$1.19M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
426+ 9.6% |
$86.7K - $93.8K
|
4.86K
$1.31M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
420+ 10.81% |
$85.4K - $92.5K
|
4.31K
$1.16M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
409+ 9.36% |
$83.2K - $90K
|
4.78K
$1.29M
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
401+ 10.38% |
$81.6K - $88.3K
|
4.26K
$1.15M
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 10.13% |
$81.4K - $88.1K
|
4.35K
$1.17M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
399+ 1.42% |
$81.2K - $87.8K
|
28.6K
$7.69M
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
399+ 0.55% |
$81.2K - $87.8K
|
73.6K
$19.8M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
398+ 8.19% |
$81K - $87.6K
|
5.26K
$1.41M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
394+ 1.39% |
$80.2K - $86.7K
|
28.6K
$7.71M
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
393+ 3.53% |
$79.9K - $86.5K
|
11.5K
$3.1M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
388+ 2.33% |
$78.9K - $85.4K
|
17.1K
$4.59M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
375+ 3.85% |
$76.3K - $82.6K
|
10.1K
$2.72M
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
372+ 1.45% |
$75.7K - $81.9K
|
26.1K
$7.02M
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
372+ 3.63% |
$75.7K - $81.9K
|
10.6K
$2.86M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
354+ 5.01% |
$72K - $77.9K
|
7.42K
$2M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
354+ 1.34% |
$72K - $77.9K
|
26.8K
$7.21M
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
348+ 75.82% |
$70.8K - $76.6K
|
807
$217K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
347+ 15.5% |
$70.6K - $76.4K
|
2.59K
$696K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
347+ 11.05% |
$70.6K - $76.4K
|
3.49K
$938K
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
346+ 0.94% |
$70.4K - $76.2K
|
37.2K
$10M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
345+ 32.83% |
$70.2K - $76K
|
1.4K
$376K
|