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 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3+ 0.22% |
$660 - $760
|
1.34K
$362K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$660 - $760
|
1.07K
$288K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.3% |
$660 - $760
|
999
$269K
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.32% |
$660 - $760
|
937
$252K
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
3+ 0.03% |
$660 - $760
|
10.1K
$2.73M
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.09% |
$440 - $507
|
2.22K
$598K
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
2+ 0.07% |
$440 - $507
|
2.94K
$791K
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$440 - $507
|
918
$247K
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.17% |
$440 - $507
|
1.21K
$327K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$440 - $507
|
2
$538
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.07% |
$440 - $507
|
2.85K
$767K
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2+ 0.13% |
$440 - $507
|
1.58K
$426K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$220 - $253
|
840
$226K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.69% |
$220 - $253
|
146
$39.3K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
1+ 0.12% |
$220 - $253
|
860
$231K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.36% |
$220 - $253
|
279
$75.1K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.09% |
$220 - $253
|
93
$25K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.27% |
$220 - $253
|
374
$101K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$220 - $253
|
1.53K
$411K
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$220 - $253
|
14K
$3.76M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$220 - $253
|
1.48K
$399K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.5% |
$220 - $253
|
201
$54.1K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$220 - $253
|
8.85K
$2.38M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.19% |
$220 - $253
|
514
$138K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.03% |
$220 - $253
|
3.8K
$1.02M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$220 - $253
|
2.68K
$721K
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.02% |
$220 - $253
|
5.12K
$1.38M
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.4% |
$220 - $253
|
250
$67.3K
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$220 - $253
|
4.04K
$1.09M
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$220 - $253
|
1.1K
$295K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- -0.0% |
$220 - $253
|
27.4K
$7.38M
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$220 - $253
|
8.35K
$2.25M
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1- 0.02% |
$220 - $253
|
5.7K
$1.53M
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-2- 0.03% |
$440 - $507
|
6.26K
$1.68M
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 0.37% |
$440 - $507
|
545
$147K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2- 0.04% |
$440 - $507
|
5.22K
$1.41M
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-2- 0.1% |
$440 - $507
|
1.92K
$516K
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2- 0.01% |
$440 - $507
|
37.3K
$10M
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2- 0.17% |
$440 - $507
|
1.18K
$318K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2- 0.04% |
$440 - $507
|
4.92K
$1.32M
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2- 0.06% |
$440 - $507
|
3.19K
$857K
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-4- 0.07% |
$879 - $1.01K
|
5.84K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-5- 0.58% |
$1.1K - $1.27K
|
850
$229K
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5- 0.41% |
$1.1K - $1.27K
|
1.21K
$324K
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-6- 0.27% |
$1.32K - $1.52K
|
2.22K
$598K
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-6Closed |
$1.32K - $1.52K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-7Closed |
$1.54K - $1.77K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-7- 0.05% |
$1.54K - $1.77K
|
14.9K
$4M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 42.86% |
$1.98K - $2.28K
|
12
$3.23K
|