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 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-12- 0.7% |
$2.4K - $2.71K
|
1.7K
$457K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-12- 0.88% |
$2.4K - $2.71K
|
1.35K
$362K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-12- 0.78% |
$2.4K - $2.71K
|
1.53K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-12- 1.09% |
$2.4K - $2.71K
|
1.09K
$293K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-13- 0.94% |
$2.6K - $2.94K
|
1.37K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-13- 3.71% |
$2.6K - $2.94K
|
337
$90.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 0.31% |
$2.6K - $2.94K
|
4.12K
$1.11M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 13.0% |
$2.6K - $2.94K
|
87
$23.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-14- 0.17% |
$2.8K - $3.16K
|
8.17K
$2.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-14- 0.38% |
$2.8K - $3.16K
|
3.63K
$976K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-14- 0.68% |
$2.8K - $3.16K
|
2.03K
$547K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14- 1.6% |
$2.8K - $3.16K
|
859
$231K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-15- 0.75% |
$3K - $3.39K
|
1.99K
$534K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-15- 0.84% |
$3K - $3.39K
|
1.77K
$476K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15- 0.75% |
$3K - $3.39K
|
1.98K
$532K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15- 0.04% |
$3K - $3.39K
|
37.4K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15- 0.69% |
$3K - $3.39K
|
2.15K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.12% |
$3K - $3.39K
|
1.33K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-16- 0.1% |
$3.2K - $3.62K
|
15.4K
$4.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-16- 0.7% |
$3.2K - $3.62K
|
2.29K
$615K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 0.04% |
$3.2K - $3.62K
|
45.3K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-17- 0.6% |
$3.4K - $3.84K
|
2.84K
$764K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-18- 0.17% |
$3.6K - $4.07K
|
10.8K
$2.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-19- 0.76% |
$3.8K - $4.29K
|
2.47K
$664K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-19- 0.03% |
$3.8K - $4.29K
|
72.3K
$19.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 1.77% |
$4K - $4.52K
|
1.11K
$299K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-21- 0.57% |
$4.2K - $4.75K
|
3.65K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-21- 1.35% |
$4.2K - $4.75K
|
1.54K
$413K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.16% |
$4.4K - $4.97K
|
13.6K
$3.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-22- 1.88% |
$4.4K - $4.97K
|
1.15K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-22- 1.38% |
$4.4K - $4.97K
|
1.57K
$422K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-23- 18.7% |
$4.6K - $5.2K
|
100
$26.9K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-23- 0.99% |
$4.6K - $5.2K
|
2.3K
$618K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-24- 1.93% |
$4.8K - $5.42K
|
1.22K
$328K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.23% |
$5.01K - $5.65K
|
10.9K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-25- 1.57% |
$5.01K - $5.65K
|
1.57K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.34% |
$5.01K - $5.65K
|
7.38K
$1.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.62% |
$5.21K - $5.88K
|
4.14K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-26- 1.01% |
$5.21K - $5.88K
|
2.54K
$685K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-27- 0.86% |
$5.41K - $6.1K
|
3.13K
$842K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-27- 0.68% |
$5.41K - $6.1K
|
3.95K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-29- 0.73% |
$5.81K - $6.55K
|
3.93K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-29- 1.95% |
$5.81K - $6.55K
|
1.46K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30- 0.24% |
$6.01K - $6.78K
|
12.2K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-30- 4.54% |
$6.01K - $6.78K
|
631
$170K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.15% |
$6.21K - $7.01K
|
20.6K
$5.55M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-32- 0.41% |
$6.41K - $7.23K
|
7.69K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-34- 2.47% |
$6.81K - $7.68K
|
1.34K
$361K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-34- 1.26% |
$6.81K - $7.68K
|
2.67K
$719K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-35- 0.56% |
$7.01K - $7.91K
|
6.18K
$1.66M
|