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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
237+ 20.79% |
$47.4K - $53.6K
|
1.38K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
229+ 0.48% |
$45.8K - $51.7K
|
47.6K
$12.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
228+ 6.13% |
$45.6K - $51.5K
|
3.95K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
215+ 10.83% |
$43K - $48.6K
|
2.2K
$592K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
214+ 2.8% |
$42.8K - $48.4K
|
7.85K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
209+ 2.46% |
$41.8K - $47.2K
|
8.7K
$2.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
207+ 4.33% |
$41.4K - $46.8K
|
4.99K
$1.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
206+ 2.5% |
$41.2K - $46.6K
|
8.44K
$2.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
205+ 0.86% |
$41K - $46.3K
|
23.9K
$6.43M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
205+ 7.41% |
$41K - $46.3K
|
2.97K
$800K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
203+ 1.04% |
$40.6K - $45.9K
|
19.8K
$5.33M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
203+ 4.82% |
$40.6K - $45.9K
|
4.41K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
200+ 5.92% |
$40K - $45.2K
|
3.58K
$963K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
200+ 18.42% |
$40K - $45.2K
|
1.29K
$346K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
199+ 0.44% |
$39.8K - $45K
|
45.9K
$12.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
190+ 1.31% |
$38K - $42.9K
|
14.7K
$3.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
190+ 2.28% |
$38K - $42.9K
|
8.53K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
187+ 1.29% |
$37.4K - $42.3K
|
14.7K
$3.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
184+ 0.22% |
$36.8K - $41.6K
|
83.5K
$22.5M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
179New |
$35.8K - $40.5K
|
179
$48.2K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
178+ 434.15% |
$35.6K - $40.2K
|
219
$58.9K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
BUY
|
- |
172+ 1.47% |
$34.4K - $38.9K
|
11.9K
$3.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
166+ 11.04% |
$33.2K - $37.5K
|
1.67K
$449K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
165+ 7.98% |
$33K - $37.3K
|
2.23K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
165+ 0.94% |
$33K - $37.3K
|
17.7K
$4.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
161+ 1.9% |
$32.2K - $36.4K
|
8.64K
$2.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
159+ 3.75% |
$31.8K - $35.9K
|
4.4K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
159+ 0.31% |
$31.8K - $35.9K
|
51.2K
$13.8M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
158+ 2.91% |
$31.6K - $35.7K
|
5.59K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
155+ 1.69% |
$31K - $35K
|
9.32K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
155+ 3100.0% |
$31K - $35K
|
160
$43K
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
149+ 11.25% |
$29.8K - $33.7K
|
1.47K
$397K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
149+ 392.11% |
$29.8K - $33.7K
|
187
$50.3K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
149+ 7.28% |
$29.8K - $33.7K
|
2.2K
$591K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
147+ 0.27% |
$29.4K - $33.2K
|
54K
$14.5M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
146+ 9.64% |
$29.2K - $33K
|
1.66K
$447K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
145+ 4.48% |
$29K - $32.8K
|
3.38K
$910K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
145+ 0.44% |
$29K - $32.8K
|
32.8K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
145+ 1.36% |
$29K - $32.8K
|
10.8K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
144+ 25.53% |
$28.8K - $32.5K
|
708
$190K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
142+ 36.79% |
$28.4K - $32.1K
|
528
$142K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
142+ 1.93% |
$28.4K - $32.1K
|
7.49K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
140+ 28.34% |
$28K - $31.6K
|
634
$171K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
139+ 1.97% |
$27.8K - $31.4K
|
7.2K
$1.94M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
139New |
$27.8K - $31.4K
|
139
$37.4K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
134+ 3.22% |
$26.8K - $30.3K
|
4.3K
$1.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
132+ 0.31% |
$26.4K - $29.8K
|
42.4K
$11.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.44% |
$26.2K - $29.6K
|
3.94K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
131New |
$26.2K - $29.6K
|
131
$35.2K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
130+ 19.37% |
$26K - $29.4K
|
801
$216K
|