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 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.59K- 3.44% |
$318K - $359K
|
44.6K
$12M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.6K- 99.75% |
$320K - $361K
|
4
$1.08K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.7K- 4.09% |
$340K - $384K
|
39.9K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.73K- 9.96% |
$346K - $391K
|
15.6K
$4.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.73K- 6.85% |
$346K - $391K
|
23.5K
$6.33M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.76KClosed |
$353K - $399K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.78K- 5.31% |
$356K - $401K
|
31.6K
$8.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.87K- 4.82% |
$374K - $422K
|
36.9K
$9.92M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.94K- 58.92% |
$388K - $438K
|
1.35K
$364K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.95K- 13.57% |
$391K - $441K
|
12.4K
$3.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.95K- 9.88% |
$391K - $441K
|
17.8K
$4.79M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.96K- 5.85% |
$391K - $442K
|
31.4K
$8.46M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.99K- 0.77% |
$398K - $449K
|
256K
$68.9M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.99K- 11.18% |
$398K - $449K
|
15.8K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2K- 52.58% |
$401K - $453K
|
1.81K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.02K- 21.8% |
$404K - $456K
|
7.24K
$1.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.05K- 5.7% |
$410K - $463K
|
33.9K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.05K- 1.85% |
$411K - $463K
|
109K
$29.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 3.12% |
$411K - $464K
|
63.9K
$17.2M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.13K- 63.78% |
$426K - $481K
|
1.21K
$325K
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.14K- 13.51% |
$427K - $482K
|
13.7K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.17K- 10.83% |
$433K - $489K
|
17.8K
$4.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.22K- 44.49% |
$444K - $501K
|
2.77K
$745K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-2.22K- 6.21% |
$445K - $503K
|
33.6K
$9.03M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.24K- 49.12% |
$448K - $505K
|
2.32K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.24K- 44.88% |
$449K - $506K
|
2.75K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.32K- 21.99% |
$465K - $525K
|
8.25K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.37K- 52.37% |
$473K - $534K
|
2.15K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.38K- 0.82% |
$476K - $538K
|
288K
$77.6M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 5.17% |
$488K - $551K
|
44.7K
$12M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-2.5K- 4.74% |
$500K - $564K
|
50.2K
$13.5M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.53K- 12.26% |
$507K - $572K
|
18.1K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.53K- 5.33% |
$507K - $572K
|
45K
$12.1M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.56K- 11.02% |
$512K - $578K
|
20.7K
$5.56M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.59K- 2.02% |
$519K - $586K
|
125K
$33.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.62K- 20.14% |
$525K - $592K
|
10.4K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.67K- 2.24% |
$534K - $602K
|
116K
$31.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.78K- 4.47% |
$557K - $629K
|
59.4K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.8K- 42.49% |
$561K - $633K
|
3.79K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.83K- 96.12% |
$566K - $639K
|
114
$30.7K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.88K- 2.93% |
$576K - $650K
|
95.2K
$25.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.95K- 3.08% |
$590K - $666K
|
92.8K
$25M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.01K- 15.99% |
$603K - $680K
|
15.8K
$4.26M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.03K- 1.66% |
$606K - $684K
|
179K
$48.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.09K- 2.89% |
$619K - $699K
|
104K
$28M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.1K- 25.51% |
$621K - $701K
|
9.05K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.11K- 5.95% |
$622K - $702K
|
49.1K
$13.2M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-3.14K- 23.55% |
$629K - $710K
|
10.2K
$2.74M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-3.2K- 69.9% |
$641K - $723K
|
1.38K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.41K- 31.02% |
$683K - $771K
|
7.59K
$2.04M
|