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 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.06K+ 7.47% |
$213K - $240K
|
15.3K
$4.12M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.06K+ 2.06% |
$212K - $240K
|
52.4K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.04KNew |
$207K - $234K
|
1.04K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.03KNew |
$206K - $233K
|
1.03K
$277K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.03KNew |
$205K - $232K
|
1.03K
$276K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.02KNew |
$205K - $231K
|
1.02K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.02KNew |
$205K - $231K
|
1.02K
$275K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.02KNew |
$204K - $230K
|
1.02K
$274K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.02KNew |
$203K - $229K
|
1.02K
$273K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.01K+ 7.54% |
$203K - $229K
|
14.4K
$3.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1K+ 2.09% |
$201K - $227K
|
49.1K
$13.2M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
1KNew |
$200K - $226K
|
1K
$269K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
980+ 18.98% |
$196K - $221K
|
6.14K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
975New |
$195K - $220K
|
975
$262K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
973New |
$195K - $220K
|
973
$262K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
972New |
$195K - $220K
|
972
$262K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
971New |
$194K - $219K
|
971
$261K
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
970+ 4.94% |
$194K - $219K
|
20.6K
$5.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
967+ 2.86% |
$194K - $219K
|
34.8K
$9.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
967+ 30.6% |
$194K - $219K
|
4.13K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
967New |
$194K - $219K
|
967
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
965New |
$193K - $218K
|
965
$260K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
964+ 10.6% |
$193K - $218K
|
10.1K
$2.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
961New |
$192K - $217K
|
961
$259K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
961New |
$192K - $217K
|
961
$259K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
961New |
$192K - $217K
|
961
$259K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
958+ 87.89% |
$192K - $216K
|
2.05K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
952New |
$191K - $215K
|
952
$256K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
942+ 38.67% |
$189K - $213K
|
3.38K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
941+ 16.95% |
$188K - $213K
|
6.49K
$1.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
938+ 2.67% |
$188K - $212K
|
36.1K
$9.72M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
938+ 4.88% |
$188K - $212K
|
20.1K
$5.42M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
912+ 3.11% |
$183K - $206K
|
30.3K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
907+ 12.77% |
$182K - $205K
|
8.01K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
907+ 7.77% |
$182K - $205K
|
12.6K
$3.38M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
905+ 2.44% |
$181K - $205K
|
38K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
903+ 12.84% |
$181K - $204K
|
7.93K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
899+ 2.91% |
$180K - $203K
|
31.8K
$8.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
883+ 12.94% |
$177K - $200K
|
7.71K
$2.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
883New |
$177K - $200K
|
883
$238K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
880+ 3.83% |
$176K - $199K
|
23.9K
$6.42M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
880+ 3.83% |
$176K - $199K
|
23.9K
$6.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
869+ 3.35% |
$174K - $196K
|
26.8K
$7.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
868+ 37.49% |
$174K - $196K
|
3.18K
$856K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
863+ 44.42% |
$173K - $195K
|
2.81K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
856+ 6.6% |
$171K - $193K
|
13.8K
$3.72M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
836+ 1.66% |
$167K - $189K
|
51.1K
$13.7M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
830+ 8.04% |
$166K - $188K
|
11.2K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
809+ 1.75% |
$162K - $183K
|
47.1K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
808+ 3.41% |
$162K - $183K
|
24.5K
$6.6M
|