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 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
198+ 7.59% |
$43.5K - $50.2K
|
2.81K
$755K
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
198+ 3.4% |
$43.5K - $50.2K
|
6.03K
$1.62M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
197+ 9.57% |
$43.3K - $49.9K
|
2.26K
$607K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
196+ 5.58% |
$43.1K - $49.7K
|
3.71K
$998K
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
195+ 12.05% |
$42.9K - $49.4K
|
1.81K
$488K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
194+ 1.3% |
$42.7K - $49.2K
|
15.1K
$4.06M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
189+ 0.3% |
$41.6K - $47.9K
|
63.4K
$17.1M
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
188+ 1.09% |
$41.3K - $47.6K
|
17.4K
$4.69M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
185+ 11.26% |
$40.7K - $46.9K
|
1.83K
$492K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
181+ 2.55% |
$39.8K - $45.9K
|
7.27K
$1.96M
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
181+ 9.1% |
$39.8K - $45.9K
|
2.17K
$584K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
180+ 5.02% |
$39.6K - $45.6K
|
3.77K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
180+ 0.83% |
$39.6K - $45.6K
|
21.8K
$5.86M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
180+ 2.19% |
$39.6K - $45.6K
|
8.4K
$2.26M
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
179+ 4.32% |
$39.4K - $45.4K
|
4.33K
$1.16M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
179+ 1.24% |
$39.4K - $45.4K
|
14.6K
$3.92M
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
176+ 7.72% |
$38.7K - $44.6K
|
2.46K
$661K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
172+ 6.89% |
$37.8K - $43.6K
|
2.67K
$718K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
172+ 0.17% |
$37.8K - $43.6K
|
101K
$27M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
166+ 6.58% |
$36.5K - $42.1K
|
2.69K
$724K
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
165+ 5.3% |
$36.3K - $41.8K
|
3.28K
$883K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
165+ 10.15% |
$36.3K - $41.8K
|
1.79K
$482K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
165+ 6.25% |
$36.3K - $41.8K
|
2.81K
$755K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
164+ 1.71% |
$36.1K - $41.6K
|
9.74K
$2.62M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
164+ 1.18% |
$36.1K - $41.6K
|
14.1K
$3.79M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
162+ 0.9% |
$35.6K - $41K
|
18.1K
$4.87M
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
162+ 3.47% |
$35.6K - $41K
|
4.84K
$1.3M
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
161+ 596.3% |
$35.4K - $40.8K
|
188
$50.6K
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
161+ 4.57% |
$35.4K - $40.8K
|
3.68K
$991K
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
161+ 4.61% |
$35.4K - $40.8K
|
3.65K
$982K
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
160+ 10.62% |
$35.2K - $40.5K
|
1.67K
$448K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
159+ 1.02% |
$35K - $40.3K
|
15.7K
$4.23M
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
158+ 1.18% |
$34.7K - $40K
|
13.6K
$3.65M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
158+ 17.5% |
$34.7K - $40K
|
1.06K
$285K
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
157+ 4.59% |
$34.5K - $39.8K
|
3.57K
$962K
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
157+ 13.86% |
$34.5K - $39.8K
|
1.29K
$347K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
154+ 2.49% |
$33.9K - $39K
|
6.35K
$1.71M
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
153+ 0.19% |
$33.6K - $38.8K
|
82K
$22.1M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
152+ 25.46% |
$33.4K - $38.5K
|
749
$202K
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
150+ 15.77% |
$33K - $38K
|
1.1K
$296K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
150+ 263.16% |
$33K - $38K
|
207
$55.7K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
149+ 16.14% |
$32.8K - $37.8K
|
1.07K
$288K
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
148New |
$32.5K - $37.5K
|
148
$39.8K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
148+ 11.88% |
$32.5K - $37.5K
|
1.39K
$375K
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
146+ 3.17% |
$32.1K - $37K
|
4.76K
$1.28M
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
146+ 0.79% |
$32.1K - $37K
|
18.6K
$5.01M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
145+ 14.11% |
$31.9K - $36.7K
|
1.17K
$316K
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
143+ 5.92% |
$31.4K - $36.2K
|
2.56K
$689K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
143+ 1.33% |
$31.4K - $36.2K
|
10.9K
$2.92M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
141+ 1.24% |
$31K - $35.7K
|
11.5K
$3.09M
|