Purchases and Sales Made in Q3 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 43.86% |
$18.8K - $22.7K
|
328
$86.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
99+ 0.28% |
$18.6K - $22.5K
|
36.1K
$9.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
99+ 8.08% |
$18.6K - $22.5K
|
1.33K
$348K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
97+ 0.86% |
$18.2K - $22.1K
|
11.4K
$2.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
97+ 0.31% |
$18.2K - $22.1K
|
31.1K
$8.17M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
94+ 2.0% |
$17.7K - $21.4K
|
4.79K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
93+ 3.71% |
$17.5K - $21.2K
|
2.6K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
92+ 3.62% |
$17.3K - $20.9K
|
2.63K
$692K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
90+ 5.09% |
$16.9K - $20.5K
|
1.86K
$488K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
88+ 4.36% |
$16.5K - $20K
|
2.11K
$553K
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
87+ 0.67% |
$16.4K - $19.8K
|
13K
$3.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
87+ 0.39% |
$16.4K - $19.8K
|
22.3K
$5.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
87+ 3.0% |
$16.4K - $19.8K
|
2.99K
$785K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
85+ 0.35% |
$16K - $19.3K
|
24.5K
$6.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
85+ 0.42% |
$16K - $19.3K
|
20.4K
$5.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
83+ 5.27% |
$15.6K - $18.9K
|
1.66K
$436K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
82+ 6.54% |
$15.4K - $18.6K
|
1.34K
$351K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
80+ 0.08% |
$15K - $18.2K
|
104K
$27.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
79+ 3.12% |
$14.9K - $18K
|
2.61K
$687K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
79+ 0.28% |
$14.9K - $18K
|
28.4K
$7.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
78+ 13.15% |
$14.7K - $17.7K
|
671
$176K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
76+ 0.48% |
$14.3K - $17.3K
|
16K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
76+ 0.4% |
$14.3K - $17.3K
|
18.9K
$4.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
76+ 7.44% |
$14.3K - $17.3K
|
1.1K
$288K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
75+ 0.47% |
$14.1K - $17.1K
|
16.1K
$4.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
73+ 0.3% |
$13.7K - $16.6K
|
24.8K
$6.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
72New |
$13.5K - $16.4K
|
72
$18.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
72+ 5.47% |
$13.5K - $16.4K
|
1.39K
$365K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
71+ 0.42% |
$13.3K - $16.1K
|
17K
$4.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
71+ 0.65% |
$13.3K - $16.1K
|
11K
$2.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
71+ 0.06% |
$13.3K - $16.1K
|
120K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
71+ 3.97% |
$13.3K - $16.1K
|
1.86K
$489K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
69+ 34.67% |
$13K - $15.7K
|
268
$70.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
65+ 9.72% |
$12.2K - $14.8K
|
734
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
63+ 0.45% |
$11.8K - $14.3K
|
14.1K
$3.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
62+ 0.82% |
$11.7K - $14.1K
|
7.59K
$1.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 30.65% |
$11.5K - $13.9K
|
260
$68.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
61+ 1.37% |
$11.5K - $13.9K
|
4.52K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
60+ 1.55% |
$11.3K - $13.6K
|
3.94K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
57+ 4.5% |
$10.7K - $13K
|
1.33K
$348K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
56+ 1.74% |
$10.5K - $12.7K
|
3.28K
$862K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
56+ 31.11% |
$10.5K - $12.7K
|
236
$62K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
55+ 0.67% |
$10.3K - $12.5K
|
8.33K
$2.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
55+ 1.21% |
$10.3K - $12.5K
|
4.61K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
55+ 5.2% |
$10.3K - $12.5K
|
1.11K
$293K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
54+ 0.54% |
$10.2K - $12.3K
|
10.1K
$2.66M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
54+ 1.76% |
$10.2K - $12.3K
|
3.12K
$819K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
53+ 2.65% |
$9.96K - $12.1K
|
2.05K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
53+ 0.48% |
$9.96K - $12.1K
|
11.2K
$2.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
51+ 0.5% |
$9.59K - $11.6K
|
10.2K
$2.68M
|