Purchases and Sales Made in Q2 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q2 2022. 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 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3KNew |
$571K - $721K
|
3K
$807K
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.94K+ 9.34% |
$559K - $706K
|
34.4K
$9.25M
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.89K+ 18.63% |
$550K - $695K
|
18.4K
$4.95M
|
|
Aug 05, 2022
Q2 2022
|
True Wealth Financial Partners
|
BUY
|
- |
2.89K+ 6.8% |
$550K - $695K
|
45.4K
$12.2M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.88K+ 1.86% |
$547K - $691K
|
158K
$42.5M
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.85K+ 5.06% |
$542K - $685K
|
59.2K
$15.9M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.8K+ 28.75% |
$533K - $673K
|
12.5K
$3.37M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.79K+ 1.77% |
$531K - $670K
|
160K
$43.2M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.78K+ 22.55% |
$529K - $668K
|
15.1K
$4.06M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.77K+ 20.42% |
$527K - $666K
|
16.3K
$4.39M
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
2.77K+ 80.59% |
$527K - $666K
|
6.21K
$1.67M
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
2.77K+ 16.13% |
$527K - $666K
|
19.9K
$5.36M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.77K+ 4.01% |
$527K - $665K
|
71.8K
$19.3M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.76K+ 4.94% |
$526K - $664K
|
58.7K
$15.8M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.73K+ 0.49% |
$519K - $656K
|
565K
$152M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.69K+ 14.09% |
$512K - $647K
|
21.8K
$5.87M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.69K+ 49.81% |
$512K - $647K
|
8.09K
$2.18M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.66K+ 7.92% |
$505K - $638K
|
36.2K
$9.74M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.65K+ 13.41% |
$505K - $638K
|
22.4K
$6.04M
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.64K+ 6.28% |
$503K - $635K
|
44.7K
$12M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.64KNew |
$503K - $635K
|
2.64K
$711K
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.58KNew |
$491K - $620K
|
2.58K
$694K
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.56K+ 7.58% |
$487K - $615K
|
36.3K
$9.77M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
2.55K+ 4.64% |
$485K - $613K
|
57.5K
$15.5M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.52K+ 10.81% |
$480K - $606K
|
25.8K
$6.95M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.52K+ 10.81% |
$480K - $606K
|
25.8K
$6.95M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.5K+ 23.16% |
$475K - $600K
|
13.3K
$3.57M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.49K+ 2.71% |
$474K - $598K
|
94.3K
$25.4M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.45K+ 4.23% |
$467K - $589K
|
60.4K
$16.3M
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.44K+ 3.27% |
$464K - $586K
|
76.9K
$20.7M
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.44KNew |
$464K - $586K
|
2.44K
$655K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.42K+ 7.59% |
$461K - $582K
|
34.3K
$9.23M
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.41K+ 15.26% |
$459K - $579K
|
18.2K
$4.9M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.4K+ 24.82% |
$456K - $576K
|
12.1K
$3.24M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
2.39K+ 0.86% |
$455K - $574K
|
281K
$75.5M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38K+ 5.56% |
$453K - $573K
|
45.2K
$12.2M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
2.37K+ 2.64% |
$451K - $569K
|
92K
$24.7M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.34K+ 1.95% |
$445K - $562K
|
122K
$32.9M
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
2.31KNew |
$439K - $555K
|
2.31K
$621K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.31K+ 52.94% |
$439K - $554K
|
6.66K
$1.79M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.3K+ 13.42% |
$438K - $553K
|
19.5K
$5.23M
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.29KNew |
$436K - $551K
|
2.29K
$617K
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.29K+ 1.89% |
$436K - $551K
|
123K
$33.2M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.29K+ 4.14% |
$436K - $550K
|
57.5K
$15.5M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.28K+ 6.78% |
$434K - $549K
|
35.9K
$9.67M
|
|
Aug 08, 2022
Q2 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.28KNew |
$433K - $547K
|
2.28K
$612K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.22K+ 6.5% |
$423K - $534K
|
36.4K
$9.78M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.2K+ 107.15% |
$420K - $530K
|
4.26K
$1.15M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.15K+ 28.81% |
$410K - $518K
|
9.63K
$2.59M
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.15K+ 1.51% |
$408K - $516K
|
145K
$38.9M
|