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
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$376 - $455
|
2.52K
$662K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
2+ 0.05% |
$376 - $455
|
4.22K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$376 - $455
|
1.22K
$322K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.21% |
$376 - $455
|
952
$250K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2+ 0.16% |
$376 - $455
|
1.26K
$331K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.16% |
$376 - $455
|
1.25K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.17% |
$376 - $455
|
1.18K
$310K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.13% |
$376 - $455
|
1.51K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2+ 0.09% |
$376 - $455
|
2.29K
$602K
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.04% |
$376 - $455
|
5.12K
$1.35M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1+ 0.09% |
$188 - $227
|
1.09K
$287K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.04% |
$188 - $227
|
2.58K
$679K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$188 - $227
|
1.36K
$358K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.36% |
$188 - $227
|
277
$72.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 8.33% |
$188 - $227
|
13
$3.42K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$188 - $227
|
1.36K
$358K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.03% |
$188 - $227
|
3.12K
$820K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1+ 0.01% |
$188 - $227
|
9.53K
$2.51M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.87% |
$188 - $227
|
116
$30.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.23% |
$188 - $227
|
445
$117K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.27% |
$188 - $227
|
375
$98.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$188 - $227
|
3.1K
$816K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.17% |
$188 - $227
|
577
$152K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$188 - $227
|
5.23K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1+ 0.03% |
$188 - $227
|
3.82K
$1M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1+ 1.67% |
$188 - $227
|
61
$16K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.4% |
$188 - $227
|
252
$66.2K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.08% |
$188 - $227
|
1.27K
$333K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
SELL
|
- |
-1- 0.05% |
$188 - $227
|
1.83K
$481K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2- 0.08% |
$376 - $455
|
2.37K
$622K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-2- 0.1% |
$376 - $455
|
2.1K
$552K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.12% |
$376 - $455
|
1.62K
$427K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-3- 0.16% |
$564 - $682
|
1.86K
$488K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3- 14.29% |
$564 - $682
|
18
$4.73K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.25% |
$564 - $682
|
1.2K
$315K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$564 - $682
|
7.14K
$1.88M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4- 0.26% |
$752 - $910
|
1.52K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 0.46% |
$752 - $910
|
872
$229K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5- 0.24% |
$940 - $1.14K
|
2.08K
$547K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-5- 0.45% |
$940 - $1.14K
|
1.1K
$289K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 0.3% |
$940 - $1.14K
|
1.67K
$438K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-6- 0.45% |
$1.13K - $1.36K
|
1.32K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-6- 0.5% |
$1.13K - $1.36K
|
1.2K
$316K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 0.11% |
$1.13K - $1.36K
|
5.5K
$1.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-7- 0.3% |
$1.32K - $1.59K
|
2.35K
$618K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-7- 0.46% |
$1.32K - $1.59K
|
1.53K
$402K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-10- 1.27% |
$1.88K - $2.27K
|
776
$204K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-10- 0.09% |
$1.88K - $2.27K
|
11.4K
$3M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-11- 2.31% |
$2.07K - $2.5K
|
465
$122K
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-12- 0.1% |
$2.26K - $2.73K
|
12.5K
$3.29M
|