Purchases and Sales Made in Q1 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
720+ 169.81% |
$158K - $182K
|
1.14K
$308K
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
716+ 26.44% |
$157K - $181K
|
3.42K
$921K
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
714+ 7.47% |
$157K - $181K
|
10.3K
$2.76M
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
709+ 11.07% |
$156K - $180K
|
7.11K
$1.91M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
680+ 14.94% |
$150K - $172K
|
5.23K
$1.41M
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
680+ 10.15% |
$150K - $172K
|
7.38K
$1.99M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
675+ 2.24% |
$148K - $171K
|
30.8K
$8.29M
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
658+ 21.78% |
$145K - $167K
|
3.68K
$990K
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
657+ 7.35% |
$144K - $166K
|
9.6K
$2.58M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
656+ 70.09% |
$144K - $166K
|
1.59K
$428K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
653+ 2.52% |
$144K - $165K
|
26.6K
$7.15M
|
|
Apr 29, 2022
Q1 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
643+ 55.29% |
$141K - $163K
|
1.81K
$486K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
640+ 1.37% |
$141K - $162K
|
47.4K
$12.8M
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
640+ 12.26% |
$141K - $162K
|
5.86K
$1.58M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
635+ 42.88% |
$140K - $161K
|
2.12K
$569K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
629+ 9.23% |
$138K - $159K
|
7.44K
$2M
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
621+ 79.01% |
$137K - $157K
|
1.41K
$379K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
610+ 18.21% |
$134K - $155K
|
3.96K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
605+ 3.15% |
$133K - $153K
|
19.8K
$5.33M
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
599+ 1.11% |
$132K - $152K
|
54.7K
$14.7M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
594+ 0.95% |
$131K - $151K
|
63.3K
$17M
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
586+ 3.68% |
$129K - $148K
|
16.5K
$4.44M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
583+ 2.85% |
$128K - $148K
|
21.1K
$5.67M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
580+ 123.14% |
$128K - $147K
|
1.05K
$283K
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
579+ 1.16% |
$127K - $147K
|
50.3K
$13.5M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
579+ 12.95% |
$127K - $147K
|
5.05K
$1.36M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
575+ 54.87% |
$126K - $146K
|
1.62K
$437K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
570+ 1.72% |
$125K - $144K
|
33.6K
$9.05M
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
569+ 5.39% |
$125K - $144K
|
11.1K
$2.99M
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
565+ 22.42% |
$124K - $143K
|
3.09K
$830K
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
557+ 16.53% |
$122K - $141K
|
3.93K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
555+ 1.29% |
$122K - $141K
|
43.6K
$11.7M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
545+ 6.8% |
$120K - $138K
|
8.56K
$2.3M
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
545+ 2.01% |
$120K - $138K
|
27.7K
$7.46M
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
524+ 10.41% |
$115K - $133K
|
5.56K
$1.5M
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
515+ 8.62% |
$113K - $130K
|
6.49K
$1.75M
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
515+ 2.09% |
$113K - $130K
|
25.2K
$6.78M
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
513+ 117.93% |
$113K - $130K
|
948
$255K
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
513+ 1140.0% |
$113K - $130K
|
558
$150K
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
512+ 0.98% |
$113K - $130K
|
52.9K
$14.2M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
512+ 4.23% |
$113K - $130K
|
12.6K
$3.4M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
509+ 4.74% |
$112K - $129K
|
11.2K
$3.03M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
509+ 3.29% |
$112K - $129K
|
16K
$4.3M
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
503+ 4.54% |
$111K - $127K
|
11.6K
$3.12M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
497+ 2.16% |
$109K - $126K
|
23.5K
$6.34M
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
496+ 40.29% |
$109K - $126K
|
1.73K
$465K
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
492+ 5.24% |
$108K - $125K
|
9.88K
$2.66M
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
490+ 14.83% |
$108K - $124K
|
3.8K
$1.02M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
490+ 12.97% |
$108K - $124K
|
4.27K
$1.15M
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
483+ 5.54% |
$106K - $122K
|
9.21K
$2.48M
|