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 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-1.19K- 2.34% |
$243K - $263K
|
49.9K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.21K- 45.93% |
$246K - $266K
|
1.42K
$382K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 4.79% |
$247K - $268K
|
24.2K
$6.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.22K- 1.14% |
$248K - $268K
|
106K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.24K- 16.18% |
$251K - $272K
|
6.4K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
SELL
|
- |
-1.26K- 2.6% |
$256K - $277K
|
47.1K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 19.42% |
$257K - $278K
|
5.23K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.29K- 38.06% |
$262K - $284K
|
2.1K
$564K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.31K- 7.75% |
$266K - $288K
|
15.5K
$4.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.32K- 9.62% |
$268K - $290K
|
12.4K
$3.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.33K- 8.68% |
$271K - $294K
|
14K
$3.78M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.34K- 13.54% |
$272K - $294K
|
8.54K
$2.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 31.22% |
$282K - $305K
|
3.06K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.4K- 31.46% |
$285K - $308K
|
3.05K
$820K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.42K- 16.73% |
$289K - $313K
|
7.08K
$1.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.45K- 23.04% |
$295K - $319K
|
4.84K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.46K- 0.98% |
$297K - $321K
|
148K
$39.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.49K- 9.63% |
$303K - $328K
|
14K
$3.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.5K- 3.36% |
$305K - $330K
|
43.1K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.5K- 1.61% |
$305K - $330K
|
91.6K
$24.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.57K- 80.13% |
$318K - $345K
|
388
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.57K- 37.08% |
$319K - $345K
|
2.66K
$715K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.58K- 12.9% |
$321K - $347K
|
10.6K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.61K- 18.33% |
$328K - $354K
|
7.18K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.66K- 11.18% |
$338K - $366K
|
13.2K
$3.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.66K- 3.5% |
$339K - $366K
|
45.9K
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.69K- 6.16% |
$344K - $372K
|
25.7K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 3.78% |
$344K - $372K
|
43K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.8K- 6.46% |
$366K - $396K
|
26.1K
$7.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.83K- 11.61% |
$373K - $404K
|
14K
$3.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.85K- 24.44% |
$377K - $408K
|
5.73K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.87K- 2.96% |
$381K - $413K
|
61.4K
$16.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.94K- 1.83% |
$394K - $426K
|
104K
$27.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.02K- 4.05% |
$411K - $445K
|
47.8K
$12.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.02K- 7.41% |
$411K - $445K
|
25.2K
$6.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.08K- 32.0% |
$423K - $458K
|
4.42K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.13K- 19.89% |
$432K - $468K
|
8.56K
$2.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.21K- 4.98% |
$449K - $486K
|
42.1K
$11.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.21K- 11.25% |
$450K - $487K
|
17.4K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.25K- 7.33% |
$458K - $496K
|
28.5K
$7.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.36K- 2.68% |
$479K - $518K
|
85.4K
$23M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.37K- 42.92% |
$482K - $521K
|
3.15K
$847K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 72.0% |
$482K - $522K
|
922
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.41K- 18.53% |
$490K - $531K
|
10.6K
$2.85M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.43K- 29.2% |
$495K - $535K
|
5.9K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.46K- 3.65% |
$500K - $541K
|
65K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.51K- 0.78% |
$510K - $552K
|
318K
$85.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.52K- 2.02% |
$512K - $554K
|
122K
$32.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.52K- 61.18% |
$513K - $555K
|
1.6K
$430K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.58K- 3.59% |
$524K - $567K
|
69.2K
$18.6M
|