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 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-149- 0.37% |
$29.8K - $33.7K
|
40.2K
$10.8M
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-149- 6.43% |
$29.8K - $33.7K
|
2.17K
$583K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 22.29% |
$30K - $33.9K
|
523
$141K
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-150- 0.58% |
$30K - $33.9K
|
25.7K
$6.92M
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-151- 3.29% |
$30.2K - $34.1K
|
4.44K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-151- 7.04% |
$30.2K - $34.1K
|
1.99K
$537K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-155- 1.96% |
$31K - $35K
|
7.77K
$2.09M
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-157- 0.95% |
$31.4K - $35.5K
|
16.4K
$4.42M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-157- 6.32% |
$31.4K - $35.5K
|
2.33K
$627K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-159- 6.85% |
$31.8K - $35.9K
|
2.16K
$582K
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-163- 0.57% |
$32.6K - $36.8K
|
28.2K
$7.6M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-164- 13.48% |
$32.8K - $37.1K
|
1.05K
$283K
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-165- 11.37% |
$33K - $37.3K
|
1.29K
$346K
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-165- 10.68% |
$33K - $37.3K
|
1.38K
$371K
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-166- 1.84% |
$33.2K - $37.5K
|
8.86K
$2.38M
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-168- 1.48% |
$33.6K - $38K
|
11.2K
$3.02M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-168- 7.62% |
$33.6K - $38K
|
2.04K
$548K
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-169- 0.61% |
$33.8K - $38.2K
|
27.5K
$7.39M
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-170- 8.01% |
$34K - $38.4K
|
1.95K
$526K
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-170- 0.88% |
$34K - $38.4K
|
19.2K
$5.17M
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-171- 3.57% |
$34.2K - $38.6K
|
4.61K
$1.24M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-174- 14.96% |
$34.8K - $39.3K
|
989
$266K
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-175- 2.45% |
$35K - $39.5K
|
6.96K
$1.87M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-175- 7.54% |
$35K - $39.5K
|
2.15K
$578K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-178- 20.99% |
$35.6K - $40.2K
|
670
$180K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-179- 8.18% |
$35.8K - $40.5K
|
2.01K
$541K
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-180- 15.54% |
$36K - $40.7K
|
978
$263K
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-180- 3.97% |
$36K - $40.7K
|
4.36K
$1.17M
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-181- 1.91% |
$36.2K - $40.9K
|
9.28K
$2.5M
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-182- 8.97% |
$36.4K - $41.1K
|
1.85K
$497K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-187- 60.13% |
$37.4K - $42.3K
|
124
$33.4K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-189- 5.5% |
$37.8K - $42.7K
|
3.25K
$873K
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-190- 0.81% |
$38K - $42.9K
|
23.4K
$6.29M
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-192- 8.48% |
$38.4K - $43.4K
|
2.07K
$557K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-192- 3.36% |
$38.4K - $43.4K
|
5.53K
$1.49M
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-194- 2.74% |
$38.8K - $43.8K
|
6.89K
$1.85M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-196- 11.9% |
$39.2K - $44.3K
|
1.45K
$390K
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-197- 7.11% |
$39.4K - $44.5K
|
2.57K
$692K
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-198- 9.45% |
$39.6K - $44.7K
|
1.9K
$511K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-199- 3.23% |
$39.8K - $45K
|
5.96K
$1.6M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-199- 17.27% |
$39.8K - $45K
|
953
$256K
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 15.2% |
$40K - $45.2K
|
1.12K
$300K
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-203- 9.7% |
$40.6K - $45.9K
|
1.89K
$508K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-203- 2.06% |
$40.6K - $45.9K
|
9.64K
$2.59M
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-206- 2.18% |
$41.2K - $46.6K
|
9.23K
$2.48M
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-208- 7.34% |
$41.6K - $47K
|
2.63K
$707K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-217- 2.58% |
$43.4K - $49K
|
8.18K
$2.2M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-217- 7.89% |
$43.4K - $49K
|
2.54K
$682K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-217- 8.14% |
$43.4K - $49K
|
2.45K
$659K
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-223- 3.53% |
$44.6K - $50.4K
|
6.09K
$1.64M
|