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 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2.64K+ 3.21% |
$529K - $597K
|
84.8K
$22.8M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.63K+ 3.23% |
$527K - $594K
|
84K
$22.6M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.6K+ 89.0% |
$520K - $587K
|
5.52K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
2.57K+ 5.05% |
$514K - $580K
|
53.4K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.56K+ 81.85% |
$513K - $579K
|
5.69K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.54KNew |
$509K - $574K
|
2.54K
$684K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.53K+ 11.67% |
$507K - $572K
|
24.2K
$6.52M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.52K+ 94.03% |
$505K - $570K
|
5.2K
$1.4M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.52K+ 94.03% |
$505K - $570K
|
5.2K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.51K+ 24.81% |
$502K - $567K
|
12.6K
$3.39M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51K+ 2.56% |
$502K - $566K
|
100K
$27M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.47K+ 5.06% |
$495K - $559K
|
51.4K
$13.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.44K+ 11.25% |
$489K - $552K
|
24.2K
$6.5M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.44K+ 17.52% |
$488K - $551K
|
16.4K
$4.4M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.44K+ 64.06% |
$488K - $551K
|
6.25K
$1.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.44K+ 6.59% |
$488K - $551K
|
39.5K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.43K+ 3.64% |
$487K - $550K
|
69.2K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.39K+ 4.25% |
$478K - $540K
|
58.6K
$15.8M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.38K+ 20.14% |
$476K - $538K
|
14.2K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.37K+ 2.89% |
$473K - $534K
|
84.2K
$22.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.36K+ 24.23% |
$473K - $534K
|
12.1K
$3.26M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.34K+ 7.68% |
$469K - $529K
|
32.8K
$8.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.31K+ 146.32% |
$462K - $522K
|
3.89K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.29K+ 83.35% |
$459K - $518K
|
5.04K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.26K+ 22.72% |
$451K - $510K
|
12.2K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 47.86% |
$441K - $497K
|
6.8K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
2.19K+ 28.07% |
$439K - $495K
|
10K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.18KNew |
$436K - $492K
|
2.18K
$586K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.17KNew |
$435K - $491K
|
2.17K
$585K
|
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
2.17K+ 11.62% |
$434K - $490K
|
20.8K
$5.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
2.15K+ 1.83% |
$429K - $485K
|
119K
$32.1M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.14KNew |
$429K - $485K
|
2.14K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2.14K+ 2.5% |
$429K - $484K
|
87.7K
$23.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.14K+ 44.91% |
$428K - $483K
|
6.89K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.12K+ 20.74% |
$425K - $480K
|
12.4K
$3.33M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.12K+ 1.78% |
$425K - $480K
|
121K
$32.7M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
2.11K+ 4.39% |
$422K - $477K
|
50.2K
$13.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1KNew |
$420K - $474K
|
2.1K
$564K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.09K+ 2.25% |
$419K - $473K
|
95.3K
$25.6M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 34.56% |
$415K - $468K
|
8.07K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.05KNew |
$411K - $464K
|
2.05K
$552K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.04K+ 3.83% |
$409K - $461K
|
55.3K
$14.9M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.04K+ 23.28% |
$408K - $460K
|
10.8K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.03K+ 35.02% |
$406K - $459K
|
7.83K
$2.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.03K+ 7.48% |
$405K - $458K
|
29.1K
$7.83M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.02K+ 30.2% |
$405K - $457K
|
8.73K
$2.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.98K+ 3.98% |
$396K - $447K
|
51.7K
$13.9M
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.95KNew |
$389K - $440K
|
1.95K
$523K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.94K+ 4.62% |
$389K - $439K
|
44.1K
$11.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.93K+ 8.61% |
$386K - $436K
|
24.3K
$6.55M
|