Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
528+ 3.43% |
$106K - $119K
|
15.9K
$4.28M
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
523+ 4.88% |
$105K - $118K
|
11.2K
$3.03M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
516+ 16.41% |
$103K - $117K
|
3.66K
$985K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
514+ 1.83% |
$103K - $116K
|
28.6K
$7.7M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
504+ 23.84% |
$101K - $114K
|
2.62K
$704K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500+ 12.82% |
$100K - $113K
|
4.4K
$1.18M
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
499+ 19.72% |
$99.9K - $113K
|
3.03K
$815K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
498+ 1.0% |
$99.7K - $113K
|
50.1K
$13.5M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
496+ 0.78% |
$99.3K - $112K
|
63.8K
$17.2M
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
495+ 2.23% |
$99.1K - $112K
|
22.7K
$6.11M
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
494+ 2.8% |
$98.9K - $112K
|
18.1K
$4.88M
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
487+ 1.23% |
$97.5K - $110K
|
40K
$10.8M
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
487+ 3.23% |
$97.5K - $110K
|
15.6K
$4.19M
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
475+ 21.38% |
$95.1K - $107K
|
2.7K
$726K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
472+ 39.8% |
$94.5K - $107K
|
1.66K
$446K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
465+ 4.75% |
$93.1K - $105K
|
10.2K
$2.76M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
464+ 9.62% |
$92.9K - $105K
|
5.29K
$1.42M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
458+ 10.98% |
$91.7K - $103K
|
4.63K
$1.25M
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
455+ 17.68% |
$91.1K - $103K
|
3.03K
$815K
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
452+ 27.92% |
$90.5K - $102K
|
2.07K
$557K
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
452+ 17.32% |
$90.5K - $102K
|
3.06K
$824K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
451+ 4.79% |
$90.3K - $102K
|
9.87K
$2.66M
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
430+ 182.98% |
$86.1K - $97.2K
|
665
$179K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
429+ 21.77% |
$85.9K - $96.9K
|
2.4K
$646K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
429+ 15.83% |
$85.9K - $96.9K
|
3.14K
$845K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
415+ 0.92% |
$83.1K - $93.8K
|
45.6K
$12.3M
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
414+ 1.56% |
$82.9K - $93.6K
|
26.9K
$7.23M
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
413New |
$82.7K - $93.3K
|
413
$111K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
408+ 26.77% |
$81.7K - $92.2K
|
1.93K
$520K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
405+ 27.84% |
$81.1K - $91.5K
|
1.86K
$500K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
405New |
$81.1K - $91.5K
|
405
$109K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
404+ 3.84% |
$80.9K - $91.3K
|
10.9K
$2.94M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
398+ 6.43% |
$79.7K - $89.9K
|
6.59K
$1.77M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
397+ 0.32% |
$79.5K - $89.7K
|
125K
$33.6M
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
395+ 10.22% |
$79.1K - $89.3K
|
4.26K
$1.15M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
392+ 18.55% |
$78.5K - $88.6K
|
2.51K
$674K
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
389+ 0.89% |
$77.9K - $87.9K
|
44K
$11.8M
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
383+ 9.53% |
$76.7K - $86.6K
|
4.4K
$1.18M
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
BUY
|
- |
380+ 0.34% |
$76.1K - $85.9K
|
114K
$30.6M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
380New |
$76.1K - $85.9K
|
380
$102K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
377New |
$75.5K - $85.2K
|
377
$101K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
374+ 2.55% |
$74.9K - $84.5K
|
15K
$4.04M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367New |
$73.5K - $82.9K
|
367
$98.7K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
365+ 33.99% |
$73.1K - $82.5K
|
1.44K
$387K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
365+ 1.05% |
$73.1K - $82.5K
|
35K
$9.43M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
365+ 83.14% |
$73.1K - $82.5K
|
804
$216K
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
364+ 0.49% |
$72.9K - $82.3K
|
74.2K
$20M
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
363+ 4.85% |
$72.7K - $82K
|
7.85K
$2.11M
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
360+ 11.19% |
$72.1K - $81.4K
|
3.58K
$962K
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
358+ 10.63% |
$71.7K - $80.9K
|
3.73K
$1M
|