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 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-9.74K- 20.37% |
$1.95M - $2.2M
|
38.1K
$9.79M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.82K- 14.38% |
$1.96M - $2.22M
|
58.4K
$15M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.82K- 33.79% |
$1.97M - $2.22M
|
19.2K
$4.95M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-10K- 8.6% |
$2.01M - $2.27M
|
107K
$27.5M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2K- 4.75% |
$2.04M - $2.3M
|
204K
$52.5M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.5K- 4.85% |
$2.11M - $2.38M
|
206K
$53.1M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 18.46% |
$2.13M - $2.4M
|
47K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.8K- 81.75% |
$2.15M - $2.43M
|
2.4K
$618K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-10.8K- 18.11% |
$2.17M - $2.44M
|
48.9K
$12.6M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.4K- 13.72% |
$2.29M - $2.58M
|
71.8K
$18.5M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-11.5K- 29.54% |
$2.3M - $2.6M
|
27.4K
$7.05M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 64.29% |
$2.32M - $2.62M
|
6.45K
$1.66M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.8K- 61.35% |
$2.36M - $2.66M
|
7.42K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12K- 30.92% |
$2.4M - $2.71M
|
26.8K
$6.89M
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-12.4K- 11.11% |
$2.48M - $2.8M
|
99.2K
$25.5M
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-12.6K- 44.48% |
$2.52M - $2.85M
|
15.7K
$4.04M
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-12.8K- 16.82% |
$2.56M - $2.89M
|
63.3K
$16.3M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-13K- 25.78% |
$2.6M - $2.93M
|
37.4K
$9.61M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13K- 69.47% |
$2.6M - $2.93M
|
5.71K
$1.47M
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-14.7K- 66.05% |
$2.95M - $3.33M
|
7.58K
$1.95M
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-15.1K- 27.05% |
$3.02M - $3.41M
|
40.7K
$10.5M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 3.79% |
$3.13M - $3.54M
|
397K
$102M
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-16.1K- 99.77% |
$3.23M - $3.65M
|
37
$9.51K
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-17.2K- 31.35% |
$3.44M - $3.88M
|
37.6K
$9.68M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.3K- 54.87% |
$3.47M - $3.92M
|
14.3K
$3.67M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-17.6K- 10.02% |
$3.52M - $3.98M
|
158K
$40.6M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.9K- 11.62% |
$3.59M - $4.05M
|
136K
$35.1M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-18.3K- 5.81% |
$3.66M - $4.13M
|
296K
$76.2M
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-18.6K- 88.79% |
$3.73M - $4.21M
|
2.35K
$605K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20K- 2.65% |
$3.99M - $4.51M
|
732K
$188M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.4K- 92.2% |
$4.28M - $4.83M
|
1.81K
$465K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-21.8K- 98.52% |
$4.36M - $4.92M
|
327
$84.1K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-21.8K- 21.03% |
$4.36M - $4.92M
|
81.8K
$21M
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-23.1K- 60.22% |
$4.63M - $5.23M
|
15.3K
$3.93M
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-25.6K- 41.79% |
$5.13M - $5.8M
|
35.7K
$9.19M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27.8K- 8.17% |
$5.56M - $6.28M
|
313K
$80.4M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.9K- 86.81% |
$5.79M - $6.53M
|
4.39K
$1.13M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.6K- 7.87% |
$6.53M - $7.37M
|
382K
$98.1M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.1K- 18.16% |
$7.43M - $8.38M
|
167K
$43M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.2K- 5.63% |
$7.85M - $8.87M
|
658K
$169M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-43.1K- 57.96% |
$8.62M - $9.73M
|
31.2K
$8.03M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43.8K- 4.55% |
$8.76M - $9.89M
|
918K
$236M
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44K- 52.77% |
$8.82M - $9.95M
|
39.4K
$10.1M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44K- 1.87% |
$8.82M - $9.95M
|
2.32M
$595M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.5K- 1.81% |
$9.7M - $11M
|
2.63M
$675M
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-49.9K- 57.15% |
$10M - $11.3M
|
37.4K
$9.62M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-50.6K- 5.65% |
$10.1M - $11.4M
|
846K
$218M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-57.7K- 99.53% |
$11.6M - $13M
|
275
$70.7K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.2K- 0.2% |
$11.8M - $13.4M
|
29.7M
$7.63B
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-59.7K- 1.0% |
$12M - $13.5M
|
5.89M
$1.51B
|