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 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-775- 2.29% |
$155K - $175K
|
33K
$8.88M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-783- 14.97% |
$157K - $177K
|
4.45K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-788- 7.37% |
$158K - $178K
|
9.91K
$2.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-803- 22.59% |
$161K - $181K
|
2.75K
$740K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-813- 17.64% |
$163K - $184K
|
3.8K
$1.02M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-813- 17.64% |
$163K - $184K
|
3.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-825- 8.95% |
$165K - $186K
|
8.4K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-858- 11.66% |
$172K - $194K
|
6.5K
$1.75M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-877- 21.73% |
$176K - $198K
|
3.16K
$850K
|
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
SELL
|
- |
-884- 15.15% |
$177K - $200K
|
4.95K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-888- 20.78% |
$178K - $201K
|
3.39K
$911K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-898- 3.06% |
$180K - $203K
|
28.5K
$7.67M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-920- 1.68% |
$184K - $208K
|
53.8K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-925- 3.19% |
$185K - $209K
|
28.1K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-949- 2.95% |
$190K - $214K
|
31.2K
$8.4M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-965- 18.9% |
$193K - $218K
|
4.14K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-971- 2.79% |
$194K - $219K
|
33.8K
$9.1M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-997- 3.16% |
$200K - $225K
|
30.5K
$8.21M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1K- 22.45% |
$200K - $226K
|
3.46K
$930K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1K- 22.45% |
$200K - $226K
|
3.46K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.03K- 40.01% |
$205K - $232K
|
1.54K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.05K- 28.08% |
$211K - $238K
|
2.7K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.06K- 82.22% |
$212K - $239K
|
229
$61.6K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.07K- 2.76% |
$213K - $241K
|
37.6K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 6.21% |
$215K - $243K
|
16.2K
$4.37M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1.08K- 25.39% |
$217K - $245K
|
3.18K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.09K- 2.46% |
$218K - $246K
|
43.1K
$11.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.11K- 2.45% |
$223K - $252K
|
44.3K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.14K- 4.67% |
$227K - $256K
|
23.2K
$6.24M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 6.89% |
$229K - $259K
|
15.5K
$4.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.17K- 1.91% |
$234K - $265K
|
60K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.17K- 14.2% |
$235K - $265K
|
7.08K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.19K- 2.75% |
$237K - $268K
|
42K
$11.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.21K- 55.62% |
$242K - $273K
|
963
$259K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-1.21K- 25.31% |
$242K - $273K
|
3.57K
$960K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.21K- 6.45% |
$243K - $274K
|
17.6K
$4.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.23K- 2.83% |
$246K - $277K
|
42.1K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.25K- 25.9% |
$251K - $283K
|
3.58K
$964K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.28K- 4.98% |
$256K - $289K
|
24.4K
$6.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.31K- 14.77% |
$263K - $296K
|
7.57K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.34K- 2.14% |
$268K - $303K
|
61.2K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.35K- 68.1% |
$270K - $304K
|
631
$170K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.41K- 0.85% |
$283K - $319K
|
166K
$44.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.44K- 1.12% |
$288K - $325K
|
127K
$34.2M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.46K- 12.82% |
$292K - $330K
|
9.92K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.47K- 2.29% |
$293K - $331K
|
62.7K
$16.9M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.47K- 1.02% |
$295K - $333K
|
142K
$38.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.48K- 15.9% |
$297K - $335K
|
7.85K
$2.11M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.49K- 23.53% |
$299K - $338K
|
4.85K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 8.99% |
$299K - $338K
|
15.1K
$4.07M
|