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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-477- 11.99% |
$97K - $105K
|
3.5K
$942K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-480- 6.55% |
$97.6K - $106K
|
6.85K
$1.84M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-480- 6.55% |
$97.6K - $106K
|
6.85K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-487- 1.1% |
$99.1K - $107K
|
43.8K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-490- 15.31% |
$99.7K - $108K
|
2.71K
$729K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-492- 2.09% |
$100K - $108K
|
23K
$6.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-495- 9.05% |
$101K - $109K
|
4.98K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-496- 16.55% |
$101K - $109K
|
2.5K
$673K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-497- 7.21% |
$101K - $109K
|
6.39K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-510- 27.0% |
$104K - $112K
|
1.38K
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-514- 48.81% |
$105K - $113K
|
539
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-515- 0.71% |
$105K - $113K
|
71.8K
$19.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-516- 2.9% |
$105K - $114K
|
17.3K
$4.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-518- 7.44% |
$105K - $114K
|
6.44K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-518- 1.14% |
$105K - $114K
|
45.1K
$12.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-520- 22.63% |
$106K - $114K
|
1.78K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-530- 2.19% |
$108K - $117K
|
23.7K
$6.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-532- 0.35% |
$108K - $117K
|
151K
$40.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-535- 25.15% |
$109K - $118K
|
1.59K
$428K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-537- 5.84% |
$109K - $118K
|
8.66K
$2.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-540- 17.88% |
$110K - $119K
|
2.48K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-541- 8.06% |
$110K - $119K
|
6.17K
$1.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-552- 8.8% |
$112K - $122K
|
5.72K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-559- 0.93% |
$114K - $123K
|
59.4K
$16M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-584- 6.46% |
$119K - $129K
|
8.46K
$2.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-585- 5.88% |
$119K - $129K
|
9.37K
$2.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-607- 2.6% |
$123K - $134K
|
22.8K
$6.13M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-607- 2.6% |
$123K - $134K
|
22.8K
$6.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-609- 35.41% |
$124K - $134K
|
1.11K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-609- 1.47% |
$124K - $134K
|
40.8K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-613- 3.94% |
$125K - $135K
|
14.9K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-625- 0.87% |
$127K - $138K
|
71.1K
$19.1M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-625- 1.89% |
$127K - $138K
|
32.4K
$8.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-627- 11.69% |
$128K - $138K
|
4.74K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-633- 4.2% |
$129K - $139K
|
14.5K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-633- 3.61% |
$129K - $139K
|
16.9K
$4.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-660- 7.83% |
$134K - $145K
|
7.77K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-676- 2.83% |
$138K - $149K
|
23.2K
$6.24M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-676- 2.83% |
$138K - $149K
|
23.2K
$6.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-678- 84.33% |
$138K - $149K
|
126
$33.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-679- 1.44% |
$138K - $149K
|
46.4K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-693- 7.34% |
$141K - $153K
|
8.75K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-693- 1.38% |
$141K - $153K
|
49.5K
$13.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-694- 25.98% |
$141K - $153K
|
1.98K
$532K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-700- 4.93% |
$142K - $154K
|
13.5K
$3.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-702- 11.66% |
$143K - $155K
|
5.32K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-704- 14.95% |
$143K - $155K
|
4.01K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-716- 4.41% |
$146K - $158K
|
15.5K
$4.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-725- 1.17% |
$147K - $160K
|
61K
$16.4M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-726- 33.86% |
$148K - $160K
|
1.42K
$382K
|