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 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 4.79% |
$299K - $344K
|
29.7K
$8M
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.36K+ 9.13% |
$298K - $343K
|
16.2K
$4.36M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.34KNew |
$295K - $340K
|
1.34K
$361K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.34K+ 73.58% |
$294K - $339K
|
3.15K
$849K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
1.32KNew |
$291K - $335K
|
1.32K
$356K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.31K+ 3.93% |
$287K - $331K
|
34.6K
$9.3M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.29K+ 5.47% |
$283K - $327K
|
24.8K
$6.68M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.28K+ 22.8% |
$281K - $324K
|
6.88K
$1.85M
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
1.25KNew |
$275K - $317K
|
1.25K
$337K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.25K+ 2.32% |
$275K - $317K
|
55.2K
$14.9M
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.24K+ 10.12% |
$274K - $315K
|
13.5K
$3.64M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.24K+ 11.75% |
$274K - $315K
|
11.8K
$3.18M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.24K+ 54.31% |
$273K - $314K
|
3.53K
$949K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.23KNew |
$270K - $311K
|
1.23K
$331K
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
1.21KNew |
$267K - $308K
|
1.21K
$327K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.21K+ 35.37% |
$265K - $306K
|
4.62K
$1.24M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.2KNew |
$265K - $305K
|
1.2K
$324K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.2K+ 14.21% |
$264K - $305K
|
9.66K
$2.6M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.18KNew |
$260K - $300K
|
1.18K
$318K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.18K+ 7.3% |
$260K - $299K
|
17.4K
$4.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$259K - $299K
|
1.18K
$317K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.18K+ 4.0% |
$259K - $298K
|
30.6K
$8.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
1.17K+ 3.37% |
$258K - $297K
|
36K
$9.68M
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.16KNew |
$256K - $295K
|
1.16K
$313K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.16K+ 3.15% |
$254K - $293K
|
37.9K
$10.2M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 3.29% |
$254K - $292K
|
36.2K
$9.75M
|
|
|
May 06, 2022
Q1 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.14K+ 19.36% |
$251K - $289K
|
7.04K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 20.24% |
$246K - $284K
|
6.65K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
1.12K+ 11.18% |
$245K - $283K
|
11.1K
$2.99M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.09KNew |
$239K - $276K
|
1.09K
$293K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.09KNew |
$239K - $276K
|
1.09K
$293K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.07KNew |
$234K - $270K
|
1.07K
$287K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.06K+ 34.93% |
$233K - $269K
|
4.1K
$1.1M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.06K+ 12.75% |
$233K - $268K
|
9.36K
$2.52M
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
BUY
|
- |
1.05KNew |
$232K - $267K
|
1.05K
$284K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1.05K+ 7.09% |
$231K - $266K
|
15.9K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$230K - $265K
|
1.04K
$281K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.04K+ 3.68% |
$229K - $264K
|
29.3K
$7.89M
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.04K+ 2.93% |
$228K - $263K
|
36.5K
$9.81M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.03K+ 5.26% |
$227K - $261K
|
20.6K
$5.55M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.03K+ 1.46% |
$226K - $261K
|
71.5K
$19.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.03K+ 1.26% |
$226K - $260K
|
82.5K
$22.2M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.02K+ 0.81% |
$225K - $259K
|
128K
$34.4M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.02K+ 3.71% |
$224K - $258K
|
28.5K
$7.66M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.01K+ 106.64% |
$222K - $256K
|
1.96K
$528K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.01KNew |
$222K - $256K
|
1.01K
$272K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.01KNew |
$222K - $256K
|
1.01K
$271K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
994+ 0.96% |
$219K - $252K
|
104K
$28.1M
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
978New |
$215K - $248K
|
978
$263K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
976New |
$215K - $247K
|
976
$263K
|