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 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-70.2K- 70.2% |
$14M - $15.9M
|
29.8K
$7.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-84K- 79.35% |
$16.8M - $19M
|
21.9K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-86.5K- 54.63% |
$17.3M - $19.5M
|
71.8K
$18.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-105K- 16.71% |
$21.1M - $23.8M
|
525K
$135M
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-109K- 98.27% |
$21.8M - $24.6M
|
1.92K
$493K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-124K- 1.51% |
$24.7M - $27.9M
|
8.04M
$2.07B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-139K- 3.01% |
$27.8M - $31.4M
|
4.47M
$1.15B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-166K- 1.13% |
$33.2M - $37.5M
|
14.5M
$3.72B
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-169K- 36.07% |
$33.8M - $38.1M
|
299K
$76.9M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-185K- 99.5% |
$37.1M - $41.9M
|
934
$240K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-190K- 17.14% |
$38M - $42.9M
|
918K
$236M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-512K- 7.51% |
$102M - $116M
|
6.3M
$1.62B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.65M- 43.73% |
$330M - $372M
|
2.12M
$545M
|