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 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
804+ 2.62% |
$161K - $182K
|
31.5K
$8.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
790+ 4.4% |
$158K - $179K
|
18.7K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
784New |
$157K - $177K
|
784
$211K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
777+ 2.9% |
$156K - $176K
|
27.5K
$7.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
775+ 6.81% |
$155K - $175K
|
12.1K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
774+ 2.21% |
$155K - $175K
|
35.8K
$9.64M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
774+ 8.43% |
$155K - $175K
|
9.95K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
767+ 11.81% |
$154K - $173K
|
7.26K
$1.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
765+ 5.47% |
$153K - $173K
|
14.7K
$3.97M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
756+ 3.27% |
$151K - $171K
|
23.9K
$6.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
747+ 3.28% |
$150K - $169K
|
23.5K
$6.32M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
744+ 9.74% |
$149K - $168K
|
8.38K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
743+ 87.1% |
$149K - $168K
|
1.6K
$429K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
742+ 82.17% |
$149K - $168K
|
1.65K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
734+ 4.21% |
$147K - $166K
|
18.2K
$4.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
730+ 2.66% |
$146K - $165K
|
28.2K
$7.58M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
730+ 5.54% |
$146K - $165K
|
13.9K
$3.74M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
727+ 56.36% |
$146K - $164K
|
2.02K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
720+ 1.67% |
$144K - $163K
|
43.9K
$11.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
695+ 21.95% |
$139K - $157K
|
3.86K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
687+ 0.66% |
$138K - $155K
|
105K
$28.4M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
682+ 21.21% |
$137K - $154K
|
3.9K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
680New |
$136K - $154K
|
680
$183K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
676+ 38.96% |
$135K - $153K
|
2.41K
$649K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
672+ 28.06% |
$135K - $152K
|
3.07K
$825K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
663+ 4.45% |
$133K - $150K
|
15.6K
$4.19M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
657+ 5.57% |
$132K - $148K
|
12.4K
$3.35M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
647+ 0.43% |
$130K - $146K
|
151K
$40.7M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
644+ 22.53% |
$129K - $146K
|
3.5K
$943K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
638+ 5.4% |
$128K - $144K
|
12.4K
$3.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
629+ 2.73% |
$126K - $142K
|
23.7K
$6.37M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
599+ 0.56% |
$120K - $135K
|
107K
$28.9M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
596+ 2.1% |
$119K - $135K
|
29K
$7.79M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
595+ 36.04% |
$119K - $134K
|
2.25K
$604K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
593+ 22.65% |
$119K - $134K
|
3.21K
$864K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
590+ 7.2% |
$118K - $133K
|
8.78K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
585+ 8.67% |
$117K - $132K
|
7.33K
$1.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
575+ 7.11% |
$115K - $130K
|
8.66K
$2.33M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
569+ 4.79% |
$114K - $129K
|
12.4K
$3.35M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
566+ 23.28% |
$113K - $128K
|
3K
$806K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
562+ 8.86% |
$113K - $127K
|
6.9K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
561+ 3.19% |
$112K - $127K
|
18.1K
$4.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
561New |
$112K - $127K
|
561
$151K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
554+ 36.62% |
$111K - $125K
|
2.07K
$556K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
543+ 1.48% |
$109K - $123K
|
37.2K
$10M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
542+ 6.72% |
$109K - $122K
|
8.61K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
541New |
$108K - $122K
|
541
$146K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
535+ 2.29% |
$107K - $121K
|
23.9K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
535+ 10.68% |
$107K - $121K
|
5.55K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
531+ 11.31% |
$106K - $120K
|
5.23K
$1.41M
|