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 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$200 - $226
|
1.46K
$394K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.86% |
$200 - $226
|
117
$31.5K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.21% |
$200 - $226
|
480
$129K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$200 - $226
|
1.56K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.47% |
$200 - $226
|
216
$58.1K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.27% |
$200 - $226
|
377
$101K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 2.13% |
$200 - $226
|
48
$12.9K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.27% |
$200 - $226
|
374
$101K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 0.21% |
$200 - $226
|
470
$126K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.05% |
$200 - $226
|
2.09K
$563K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.4% |
$200 - $226
|
254
$68.4K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$200 - $226
|
30.1K
$8.09M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.01% |
$200 - $226
|
13.7K
$3.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2- 0.02% |
$400 - $452
|
12.1K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 50.0% |
$400 - $452
|
2
$538
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2- 0.13% |
$400 - $452
|
1.51K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2- 0.04% |
$400 - $452
|
4.47K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3- 0.19% |
$601 - $678
|
1.55K
$416K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4- 0.25% |
$801 - $904
|
1.62K
$435K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-4- 0.19% |
$801 - $904
|
2.1K
$566K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4- 0.11% |
$801 - $904
|
3.58K
$963K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4- 0.18% |
$801 - $904
|
2.17K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4- 0.15% |
$801 - $904
|
2.63K
$707K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.36% |
$1K - $1.13K
|
1.37K
$368K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-5- 0.1% |
$1K - $1.13K
|
4.82K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5- 0.3% |
$1K - $1.13K
|
1.66K
$447K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5- 0.31% |
$1K - $1.13K
|
1.61K
$434K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5- 0.39% |
$1K - $1.13K
|
1.26K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5- 0.37% |
$1K - $1.13K
|
1.34K
$362K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5- 0.34% |
$1K - $1.13K
|
1.48K
$398K
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-6- 0.5% |
$1.2K - $1.36K
|
1.2K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.6% |
$1.2K - $1.36K
|
989
$266K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-6- 0.06% |
$1.2K - $1.36K
|
10.1K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 1.97% |
$1.2K - $1.36K
|
299
$80.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8- 0.62% |
$1.6K - $1.81K
|
1.28K
$344K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8- 0.39% |
$1.6K - $1.81K
|
2.07K
$556K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8- 0.46% |
$1.6K - $1.81K
|
1.75K
$471K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-9- 0.58% |
$1.8K - $2.03K
|
1.55K
$418K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 14.06% |
$1.8K - $2.03K
|
55
$14.8K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-10- 0.69% |
$2K - $2.26K
|
1.44K
$387K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 2.68% |
$2.2K - $2.49K
|
400
$108K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-11- 0.43% |
$2.2K - $2.49K
|
2.53K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-11- 0.8% |
$2.2K - $2.49K
|
1.37K
$368K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-11- 0.85% |
$2.2K - $2.49K
|
1.29K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11- 0.99% |
$2.2K - $2.49K
|
1.1K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-11- 0.72% |
$2.2K - $2.49K
|
1.53K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-11- 0.22% |
$2.2K - $2.49K
|
5.06K
$1.36M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 0.91% |
$2.2K - $2.49K
|
1.2K
$323K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-12- 0.37% |
$2.4K - $2.71K
|
3.25K
$873K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$2.4K - $2.71K
|
7.92K
$2.13M
|