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 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.59K- 2.04% |
$527K - $570K
|
125K
$33.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.71K- 5.42% |
$552K - $597K
|
47.3K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.73K- 7.27% |
$556K - $602K
|
34.9K
$9.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.77K- 2.88% |
$564K - $610K
|
93.5K
$25.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.83K- 21.69% |
$575K - $622K
|
10.2K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.86K- 75.34% |
$581K - $629K
|
935
$252K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.88K- 15.82% |
$585K - $633K
|
15.3K
$4.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-2.89K- 9.66% |
$587K - $635K
|
27K
$7.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.9K- 0.35% |
$590K - $639K
|
829K
$223M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.03K- 76.0% |
$616K - $666K
|
956
$257K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.05K- 0.37% |
$620K - $671K
|
829K
$223M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.09K- 42.54% |
$628K - $680K
|
4.17K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 32.99% |
$637K - $689K
|
6.36K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.35K- 17.5% |
$682K - $738K
|
15.8K
$4.25M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.35K- 17.5% |
$682K - $738K
|
15.8K
$4.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-3.43K- 32.82% |
$698K - $756K
|
7.03K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 74.33% |
$704K - $762K
|
1.2K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.63K- 9.72% |
$739K - $799K
|
33.7K
$9.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.7K- 35.78% |
$753K - $815K
|
6.64K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.78K- 15.49% |
$768K - $831K
|
20.6K
$5.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 31.36% |
$793K - $859K
|
8.54K
$2.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.93K- 26.71% |
$799K - $865K
|
10.8K
$2.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.12K- 10.39% |
$837K - $906K
|
35.5K
$9.55M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.13K- 8.45% |
$841K - $910K
|
44.8K
$12M
|
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.16K- 53.19% |
$847K - $916K
|
3.66K
$986K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.27K- 10.17% |
$868K - $940K
|
37.7K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.32K- 3.44% |
$879K - $951K
|
121K
$32.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.44K- 11.86% |
$903K - $977K
|
33K
$8.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.45K- 4.8% |
$906K - $980K
|
88.3K
$23.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.57K- 17.95% |
$929K - $1.01M
|
20.9K
$5.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.68K- 23.79% |
$951K - $1.03M
|
15K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.68K- 19.87% |
$953K - $1.03M
|
18.9K
$5.08M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.91K- 13.17% |
$998K - $1.08M
|
32.3K
$8.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.1K- 13.12% |
$1.04M - $1.12M
|
33.8K
$9.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-5.31K- 40.35% |
$1.08M - $1.17M
|
7.85K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.45K- 10.2% |
$1.11M - $1.2M
|
48K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.55K- 81.65% |
$1.13M - $1.22M
|
1.25K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.57K- 1.93% |
$1.13M - $1.23M
|
283K
$76M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.8K- 0.94% |
$1.18M - $1.28M
|
610K
$164M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.1K- 20.43% |
$1.24M - $1.34M
|
23.7K
$6.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.13K- 48.72% |
$1.25M - $1.35M
|
6.45K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.19K- 2.17% |
$1.26M - $1.36M
|
279K
$75.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6.38K- 3.56% |
$1.3M - $1.4M
|
173K
$46.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.56K- 10.27% |
$1.34M - $1.44M
|
57.3K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.62K- 47.6% |
$1.35M - $1.46M
|
7.29K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.12K- 2.37% |
$1.45M - $1.57M
|
294K
$79.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-7.33K- 29.13% |
$1.49M - $1.61M
|
17.8K
$4.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.97K- 35.93% |
$1.62M - $1.75M
|
14.2K
$3.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.14K- 20.23% |
$1.66M - $1.79M
|
32.1K
$8.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.25K- 3.21% |
$1.68M - $1.82M
|
249K
$67M
|