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 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
129+ 3.25% |
$25.8K - $29.2K
|
4.1K
$1.1M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
129New |
$25.8K - $29.2K
|
129
$34.7K
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
127+ 1.58% |
$25.4K - $28.7K
|
8.18K
$2.2M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
127+ 3.06% |
$25.4K - $28.7K
|
4.27K
$1.15M
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
125+ 0.54% |
$25K - $28.2K
|
23.4K
$6.29M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
125+ 2.96% |
$25K - $28.2K
|
4.35K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
125+ 3.61% |
$25K - $28.2K
|
3.59K
$965K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
123+ 0.35% |
$24.6K - $27.8K
|
35.7K
$9.62M
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
123+ 1.73% |
$24.6K - $27.8K
|
7.22K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
122+ 1.19% |
$24.4K - $27.6K
|
10.3K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
120+ 0.99% |
$24K - $27.1K
|
12.2K
$3.28M
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
116+ 5.05% |
$23.2K - $26.2K
|
2.42K
$650K
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
114+ 2.43% |
$22.8K - $25.8K
|
4.81K
$1.29M
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
112+ 0.14% |
$22.4K - $25.3K
|
81.6K
$22M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
112+ 2.85% |
$22.4K - $25.3K
|
4.05K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
111+ 6.71% |
$22.2K - $25.1K
|
1.77K
$475K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
110+ 0.14% |
$22K - $24.9K
|
79.4K
$21.4M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
110+ 1.68% |
$22K - $24.9K
|
6.65K
$1.79M
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
109+ 5.01% |
$21.8K - $24.6K
|
2.29K
$615K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
108+ 10.93% |
$21.6K - $24.4K
|
1.1K
$295K
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
107+ 1.04% |
$21.4K - $24.2K
|
10.4K
$2.81M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
107+ 1.61% |
$21.4K - $24.2K
|
6.75K
$1.81M
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 10.86% |
$21.2K - $24K
|
1.08K
$291K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
105+ 1.15% |
$21K - $23.7K
|
9.2K
$2.48M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
105New |
$21K - $23.7K
|
105
$28.3K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
104+ 3.32% |
$20.8K - $23.5K
|
3.24K
$871K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
103+ 7.86% |
$20.6K - $23.3K
|
1.41K
$380K
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
101+ 2.37% |
$20.2K - $22.8K
|
4.37K
$1.18M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100+ 1.32% |
$20K - $22.6K
|
7.7K
$2.07M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
100+ 2.31% |
$20K - $22.6K
|
4.42K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
100+ 7.76% |
$20K - $22.6K
|
1.39K
$374K
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
99+ 2.87% |
$19.8K - $22.4K
|
3.54K
$953K
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
98+ 4.39% |
$19.6K - $22.1K
|
2.33K
$627K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
96+ 2.0% |
$19.2K - $21.7K
|
4.89K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
95+ 1.0% |
$19K - $21.5K
|
9.59K
$2.58M
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
92+ 150.82% |
$18.4K - $20.8K
|
153
$41.2K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
91+ 65.94% |
$18.2K - $20.6K
|
229
$61.6K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
90+ 0.32% |
$18K - $20.3K
|
27.8K
$7.49M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
89+ 3.27% |
$17.8K - $20.1K
|
2.81K
$756K
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
88+ 0.7% |
$17.6K - $19.9K
|
12.6K
$3.39M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
87+ 5.04% |
$17.4K - $19.7K
|
1.81K
$488K
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
87+ 0.46% |
$17.4K - $19.7K
|
19K
$5.1M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
86+ 3.09% |
$17.2K - $19.4K
|
2.87K
$772K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
85+ 1.36% |
$17K - $19.2K
|
6.33K
$1.7M
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
84+ 1.26% |
$16.8K - $19K
|
6.73K
$1.81M
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
81+ 0.96% |
$16.2K - $18.3K
|
8.56K
$2.3M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
81+ 0.03% |
$16.2K - $18.3K
|
257K
$69.2M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
81New |
$16.2K - $18.3K
|
81
$21.8K
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
81+ 1.13% |
$16.2K - $18.3K
|
7.24K
$1.95M
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
80+ 0.15% |
$16K - $18.1K
|
52K
$14M
|