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
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-227- 26.0% |
$45.4K - $51.3K
|
646
$174K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-229- 11.12% |
$45.8K - $51.7K
|
1.83K
$493K
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-233- 15.97% |
$46.6K - $52.7K
|
1.23K
$330K
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-235- 15.42% |
$47K - $53.1K
|
1.29K
$347K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-239- 6.08% |
$47.8K - $54K
|
3.69K
$994K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-241- 2.83% |
$48.2K - $54.5K
|
8.27K
$2.23M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-241- 14.77% |
$48.2K - $54.5K
|
1.39K
$374K
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-242- 17.16% |
$48.4K - $54.7K
|
1.17K
$314K
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-242- 11.06% |
$48.4K - $54.7K
|
1.95K
$524K
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-243- 48.41% |
$48.6K - $54.9K
|
259
$69.7K
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-244- 14.85% |
$48.8K - $55.1K
|
1.4K
$376K
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-246- 15.71% |
$49.2K - $55.6K
|
1.32K
$355K
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-246- 16.27% |
$49.2K - $55.6K
|
1.27K
$341K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-249- 1.39% |
$49.8K - $56.3K
|
17.6K
$4.75M
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-254- 2.27% |
$50.9K - $57.4K
|
11K
$2.95M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-254- 0.93% |
$50.9K - $57.4K
|
26.9K
$7.25M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-260- 17.07% |
$52.1K - $58.8K
|
1.26K
$340K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-268- 32.84% |
$53.7K - $60.6K
|
548
$147K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-272- 0.95% |
$54.5K - $61.5K
|
28.2K
$7.6M
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-273- 1.6% |
$54.7K - $61.7K
|
16.7K
$4.5M
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-274- 21.63% |
$54.9K - $61.9K
|
993
$267K
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-276- 10.69% |
$55.3K - $62.4K
|
2.31K
$621K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-281- 76.78% |
$56.3K - $63.5K
|
85
$22.9K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-282- 5.03% |
$56.5K - $63.7K
|
5.33K
$1.43M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-285- 3.14% |
$57.1K - $64.4K
|
8.8K
$2.37M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-286- 2.47% |
$57.3K - $64.6K
|
11.3K
$3.04M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-294- 1.24% |
$58.9K - $66.4K
|
23.5K
$6.32M
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-296- 12.4% |
$59.3K - $66.9K
|
2.09K
$563K
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-296- 1.98% |
$59.3K - $66.9K
|
14.7K
$3.95M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-299- 2.98% |
$59.9K - $67.6K
|
9.75K
$2.62M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-300- 0.07% |
$60.1K - $67.8K
|
427K
$115M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-305- 3.66% |
$61.1K - $68.9K
|
8.03K
$2.16M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-306- 17.94% |
$61.3K - $69.1K
|
1.4K
$377K
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-312- 10.97% |
$62.5K - $70.5K
|
2.53K
$682K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-313- 2.17% |
$62.7K - $70.7K
|
14.1K
$3.79M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-313- 3.29% |
$62.7K - $70.7K
|
9.21K
$2.48M
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-314- 7.33% |
$62.9K - $71K
|
3.97K
$1.07M
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-322- 0.87% |
$64.5K - $72.8K
|
36.5K
$9.82M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-325- 2.53% |
$65.1K - $73.4K
|
12.5K
$3.37M
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-326- 0.95% |
$65.3K - $73.7K
|
34.2K
$9.19M
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-330- 6.25% |
$66.1K - $74.6K
|
4.95K
$1.33M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-332- 0.48% |
$66.5K - $75K
|
69.2K
$18.6M
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-334- 0.95% |
$66.9K - $75.5K
|
34.9K
$9.4M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-335- 14.05% |
$67.1K - $75.7K
|
2.05K
$552K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-337- 1.49% |
$67.5K - $76.2K
|
22.3K
$6M
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-344- 19.9% |
$68.9K - $77.7K
|
1.39K
$373K
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-350- 3.22% |
$70.1K - $79.1K
|
10.5K
$2.83M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-350- 1.42% |
$70.1K - $79.1K
|
24.2K
$6.52M
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-355- 4.23% |
$71.1K - $80.2K
|
8.04K
$2.16M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-356- 0.21% |
$71.3K - $80.4K
|
172K
$46.4M
|