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 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
344
+ 8.31%
$70K - $75.7K
4.48K $1.21M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
344
+ 4.99%
$70K - $75.7K
7.24K $1.95M
Aug 09, 2023 Q2 2023
North Star Asset Management Inc

BUY
 -
340
+ 22.59%
$69.2K - $74.9K
1.85K $496K
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

BUY
 -
332
+ 3.93%
$67.5K - $73.1K
8.77K $2.36M
Jul 11, 2023 Q2 2023
ETF Portfolio Partners, Inc.

BUY
 -
324
+ 24.18%
$65.9K - $71.3K
1.66K $448K
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
322
+ 1.2%
$65.5K - $70.9K
27.3K $7.34M
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
321
+ 7.67%
$65.3K - $70.7K
4.51K $1.21M
Aug 03, 2023 Q2 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
318
+ 4.13%
$64.7K - $70K
8.02K $2.16M
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
312
New
$63.5K - $68.7K
312 $83.9K
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
310
+ 0.37%
$63.1K - $68.2K
83.8K $22.6M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
307
+ 1.83%
$62.5K - $67.6K
17.1K $4.6M
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
307
+ 3.2%
$62.5K - $67.6K
9.9K $2.66M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
307
+ 119.46%
$62.5K - $67.6K
564 $152K
Aug 09, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
307
+ 91.1%
$62.5K - $67.6K
644 $173K
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
306
+ 7.89%
$62.2K - $67.4K
4.19K $1.13M
Aug 04, 2023 Q2 2023
Carmichael Hill & Associates, Inc.

BUY
 -
301
+ 2.61%
$61.2K - $66.3K
11.8K $3.18M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
299
+ 17.33%
$60.8K - $65.8K
2.02K $545K
Aug 08, 2023 Q2 2023
Clearwater Capital Advisors, LLC

BUY
 -
298
+ 27.02%
$60.6K - $65.6K
1.4K $377K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
296
+ 2.01%
$60.2K - $65.2K
15K $4.04M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
295
+ 1.07%
$60K - $64.9K
27.8K $7.49M
Jul 20, 2023 Q2 2023
Cornerstone Advisory, LLC

BUY
 -
290
+ 2.33%
$59K - $63.8K
12.7K $3.43M
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
290
+ 12.74%
$59K - $63.8K
2.57K $690K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
284
+ 1.27%
$57.8K - $62.5K
22.6K $6.08M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
278
+ 5.35%
$56.6K - $61.2K
5.47K $1.47M
Jul 10, 2024 Q2 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
278
+ 26.58%
$56.6K - $61.2K
1.32K $356K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
277
+ 384.72%
$56.4K - $61K
349 $93.9K
Jul 24, 2023 Q2 2023
Nbt Bank N A

BUY
 -
275
+ 19.11%
$55.9K - $60.5K
1.71K $461K
Jul 26, 2023 Q2 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
272
+ 7.3%
$55.3K - $59.9K
4K $1.08M
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
271
+ 1.13%
$55.1K - $59.7K
24.2K $6.51M
Jul 20, 2023 Q2 2023
Fusion Family Wealth LLC

BUY
 -
269
+ 2.46%
$54.7K - $59.2K
11.2K $3.02M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
269
+ 10.06%
$54.7K - $59.2K
2.94K $792K
Aug 02, 2023 Q2 2023
North Rock Partners, LLC

BUY
 -
265
+ 19.67%
$53.9K - $58.3K
1.61K $434K
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
263
+ 332.91%
$53.5K - $57.9K
342 $92K
Jul 17, 2023 Q2 2023
Guyasuta Investment Advisors Inc

BUY
 -
256
+ 21.79%
$52.1K - $56.4K
1.43K $385K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
249
+ 17.93%
$50.7K - $54.8K
1.64K $441K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
246
+ 307.5%
$50K - $54.2K
326 $87.7K
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
245
+ 10.14%
$49.8K - $53.9K
2.66K $716K
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
245
+ 10.14%
$49.8K - $53.9K
2.66K $716K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
242
+ 6.61%
$49.2K - $53.3K
3.9K $1.05M
Aug 02, 2023 Q2 2023
Beaumont Asset Management, L.L.C.

BUY
 -
239
+ 7.79%
$48.6K - $52.6K
3.31K $890K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
237
+ 0.05%
$48.2K - $52.2K
525K $141M
Aug 07, 2023 Q2 2023
Ami Investment Management Inc

Kendallville, IN
BUY
 -
237
+ 5.39%
$48.2K - $52.2K
4.64K $1.25M
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
235
New
$47.8K - $51.7K
235 $63.2K
Jul 19, 2023 Q2 2023
First Bancorp, Inc

BUY
 -
233
+ 0.69%
$47.4K - $51.3K
33.8K $9.09M
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
231
+ 0.76%
$47K - $50.9K
30.7K $8.27M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
230
+ 1.17%
$46.8K - $50.6K
19.9K $5.36M
Aug 14, 2023 Q2 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
227
+ 3.59%
$46.2K - $50K
6.56K $1.76M
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
225
+ 59.21%
$45.8K - $49.5K
605 $163K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
222
+ 20.88%
$45.2K - $48.9K
1.29K $346K

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