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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.4K+ 150.63% |
$881K - $995K
|
7.33K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.39K+ 2.59% |
$879K - $992K
|
174K
$46.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.35K+ 1.44% |
$872K - $984K
|
307K
$82.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.24K+ 8.78% |
$848K - $958K
|
52.5K
$14.1M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
4.23K+ 15.59% |
$847K - $956K
|
31.4K
$8.44M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.17K+ 10.74% |
$834K - $942K
|
43K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
True Wealth Financial Partners
|
BUY
|
- |
4.15K+ 8.45% |
$831K - $938K
|
53.3K
$14.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.11K+ 3.2% |
$823K - $929K
|
133K
$35.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.09K+ 6.91% |
$819K - $925K
|
63.4K
$17M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
4.08K+ 9.01% |
$818K - $923K
|
49.4K
$13.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.07KNew |
$814K - $919K
|
4.07K
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.04K+ 41.35% |
$808K - $912K
|
13.8K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
4.02KNew |
$804K - $908K
|
4.02K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.99K+ 0.72% |
$798K - $901K
|
557K
$150M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.89K+ 2.51% |
$778K - $878K
|
159K
$42.7M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.82KNew |
$764K - $862K
|
3.82K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.81KNew |
$762K - $860K
|
3.81K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.8K+ 2.41% |
$761K - $859K
|
162K
$43.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.79K+ 2.44% |
$760K - $857K
|
159K
$42.8M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.66KNew |
$733K - $828K
|
3.66K
$986K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 0.59% |
$726K - $819K
|
616K
$166M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.62K+ 8.23% |
$725K - $818K
|
47.6K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.59K+ 11.82% |
$718K - $810K
|
33.9K
$9.13M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.58K+ 5.11% |
$716K - $808K
|
73.6K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.4K+ 44.04% |
$681K - $769K
|
11.1K
$3M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.36K+ 13.46% |
$673K - $760K
|
28.3K
$7.63M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.29KNew |
$659K - $744K
|
3.29K
$886K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.26K+ 12.84% |
$653K - $737K
|
28.6K
$7.71M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.25K+ 3.73% |
$651K - $734K
|
90.4K
$24.3M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.25KNew |
$650K - $734K
|
3.25K
$874K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.21KNew |
$642K - $725K
|
3.21K
$863K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.18K+ 5.27% |
$636K - $718K
|
63.5K
$17.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.18K+ 4.43% |
$636K - $718K
|
75K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.17K+ 15.79% |
$634K - $715K
|
23.2K
$6.25M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.15KNew |
$630K - $711K
|
3.15K
$847K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.09K+ 8.13% |
$618K - $697K
|
41.1K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.06K+ 11.73% |
$613K - $691K
|
29.1K
$7.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.02K+ 25.03% |
$605K - $683K
|
15.1K
$4.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.98K+ 2.04% |
$597K - $674K
|
149K
$40.2M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.97K+ 152.99% |
$595K - $671K
|
4.91K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.97K+ 11.52% |
$594K - $670K
|
28.7K
$7.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.92K+ 0.74% |
$585K - $661K
|
399K
$107M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 152.08% |
$562K - $635K
|
4.66K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.79KNew |
$558K - $629K
|
2.79K
$749K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.76K+ 6.05% |
$552K - $623K
|
48.4K
$13M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.75K+ 9.64% |
$551K - $622K
|
31.3K
$8.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.75K+ 1.55% |
$550K - $620K
|
180K
$48.3M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 11.96% |
$543K - $613K
|
25.4K
$6.83M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.71K+ 3.92% |
$542K - $612K
|
71.7K
$19.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 82.26% |
$531K - $599K
|
5.88K
$1.58M
|