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 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
350+ 35.43% |
$70.1K - $79.1K
|
1.34K
$360K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
348+ 19.39% |
$69.7K - $78.6K
|
2.14K
$577K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
346+ 1.58% |
$69.3K - $78.2K
|
22.2K
$5.97M
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
345+ 5.62% |
$69.1K - $78K
|
6.48K
$1.74M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
338+ 1.45% |
$67.7K - $76.4K
|
23.6K
$6.35M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
338+ 6.73% |
$67.7K - $76.4K
|
5.36K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
338+ 26.28% |
$67.7K - $76.4K
|
1.62K
$437K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
337+ 14.44% |
$67.5K - $76.2K
|
2.67K
$719K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
336+ 3.63% |
$67.3K - $75.9K
|
9.59K
$2.58M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
335+ 4.92% |
$67.1K - $75.7K
|
7.15K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
330+ 0.27% |
$66.1K - $74.6K
|
123K
$33.2M
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
325+ 26.32% |
$65.1K - $73.4K
|
1.56K
$420K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
320+ 3.19% |
$64.1K - $72.3K
|
10.3K
$2.78M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
320+ 376.47% |
$64.1K - $72.3K
|
405
$109K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
319+ 0.5% |
$63.9K - $72.1K
|
64.5K
$17.4M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
317+ 1.91% |
$63.5K - $71.6K
|
16.9K
$4.55M
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
315+ 1.98% |
$63.1K - $71.2K
|
16.2K
$4.37M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
315New |
$63.1K - $71.2K
|
315
$84.8K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
308+ 1.79% |
$61.7K - $69.6K
|
17.5K
$4.71M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
303+ 1010.0% |
$60.7K - $68.5K
|
333
$89.6K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
302+ 51.01% |
$60.5K - $68.2K
|
894
$241K
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
300+ 28.96% |
$60.1K - $67.8K
|
1.34K
$359K
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
299+ 2.86% |
$59.9K - $67.6K
|
10.8K
$2.89M
|
|
Apr 14, 2023
Q1 2023
|
Searcy Financial Services Inc
|
BUY
|
- |
299+ 0.34% |
$59.9K - $67.6K
|
87.7K
$23.6M
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
296+ 1.88% |
$59.3K - $66.9K
|
16K
$4.31M
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
295+ 4.08% |
$59.1K - $66.7K
|
7.52K
$2.02M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
294+ 2.17% |
$58.9K - $66.4K
|
13.8K
$3.72M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
293+ 3.88% |
$58.7K - $66.2K
|
7.85K
$2.11M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
290New |
$58.1K - $65.5K
|
290
$78K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
289+ 3.68% |
$57.9K - $65.3K
|
8.13K
$2.19M
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
287+ 6.49% |
$57.5K - $64.9K
|
4.71K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
278+ 1.58% |
$55.7K - $62.8K
|
17.9K
$4.82M
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
273+ 1.96% |
$54.7K - $61.7K
|
14.2K
$3.82M
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
273+ 18.0% |
$54.7K - $61.7K
|
1.79K
$482K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
271+ 98.55% |
$54.3K - $61.2K
|
546
$147K
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
265+ 17.1% |
$53.1K - $59.9K
|
1.82K
$488K
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
264+ 3.08% |
$52.9K - $59.7K
|
8.82K
$2.37M
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
264+ 2.12% |
$52.9K - $59.7K
|
12.7K
$3.42M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
261+ 1.44% |
$52.3K - $59K
|
18.4K
$4.94M
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
260+ 2.04% |
$52.1K - $58.8K
|
13K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
257+ 26.01% |
$51.5K - $58.1K
|
1.25K
$335K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
256New |
$51.3K - $57.9K
|
256
$68.9K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
246+ 2.82% |
$49.2K - $55.6K
|
8.98K
$2.42M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
245+ 10.99% |
$49K - $55.4K
|
2.48K
$666K
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
242+ 3.46% |
$48.4K - $54.7K
|
7.24K
$1.95M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
242New |
$48.4K - $54.7K
|
242
$65.1K
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
241+ 18.43% |
$48.2K - $54.5K
|
1.55K
$417K
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
240+ 1.34% |
$48K - $54.2K
|
18.2K
$4.89M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
239+ 3.82% |
$47.8K - $54K
|
6.49K
$1.75M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
239+ 6.02% |
$47.8K - $54K
|
4.21K
$1.13M
|