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 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4.85K+ 2.35% |
$912K - $1.1M
|
211K
$55.4M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.83KNew |
$907K - $1.1M
|
4.83K
$1.27M
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
4.81K+ 4.78% |
$904K - $1.09M
|
105K
$27.7M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.79K+ 4.58% |
$899K - $1.09M
|
109K
$28.7M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.66K+ 5.29% |
$876K - $1.06M
|
92.8K
$24.4M
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.62K+ 2.94% |
$869K - $1.05M
|
162K
$42.6M
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$861K - $1.04M
|
4.58K
$1.2M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.51K+ 5.07% |
$848K - $1.03M
|
93.5K
$24.6M
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.46K+ 177.35% |
$839K - $1.02M
|
6.98K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.46KNew |
$838K - $1.01M
|
4.46K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.44K+ 57.06% |
$834K - $1.01M
|
12.2K
$3.21M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.43KNew |
$833K - $1.01M
|
4.43K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.41K+ 28.27% |
$828K - $1M
|
20K
$5.25M
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.35K+ 9.74% |
$817K - $988K
|
49K
$12.9M
|
|
Nov 03, 2022
Q3 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
4.21K+ 33.9% |
$791K - $957K
|
16.6K
$4.37M
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.15K+ 10.49% |
$779K - $943K
|
43.7K
$11.5M
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.12K+ 5.48% |
$774K - $936K
|
79.2K
$20.8M
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
4.02KNew |
$755K - $914K
|
4.02K
$1.06M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.99K+ 21.67% |
$750K - $907K
|
22.4K
$5.88M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.95KNew |
$743K - $899K
|
3.95K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.92K+ 8.97% |
$737K - $892K
|
47.7K
$12.5M
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.91K+ 4.25% |
$735K - $889K
|
95.9K
$25.2M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
3.77K+ 8.77% |
$709K - $857K
|
46.7K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.74K+ 53.07% |
$702K - $850K
|
10.8K
$2.83M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.73K+ 11.65% |
$701K - $849K
|
35.7K
$9.39M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.72K+ 7.28% |
$700K - $847K
|
54.9K
$14.4M
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.71K+ 20.02% |
$697K - $844K
|
22.2K
$5.85M
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.71KNew |
$697K - $844K
|
3.71K
$975K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
3.68KNew |
$693K - $838K
|
3.68K
$968K
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3.64KNew |
$683K - $827K
|
3.64K
$956K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 35.23% |
$678K - $821K
|
13.9K
$3.64M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
3.56K+ 10.56% |
$668K - $809K
|
37.2K
$9.79M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.55K+ 29.63% |
$668K - $808K
|
15.5K
$4.09M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.47K+ 10.14% |
$652K - $788K
|
37.7K
$9.9M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.46K+ 13.46% |
$651K - $788K
|
29.2K
$7.68M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.46K+ 3889.89% |
$651K - $787K
|
3.55K
$933K
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
3.44KNew |
$647K - $783K
|
3.44K
$905K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
3.42K+ 84.89% |
$642K - $777K
|
7.44K
$1.96M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.37K+ 34.19% |
$634K - $767K
|
13.2K
$3.48M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.37K+ 1.95% |
$633K - $766K
|
176K
$46.2M
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.33K+ 97.26% |
$626K - $758K
|
6.76K
$1.78M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 6.1% |
$625K - $756K
|
57.9K
$15.2M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
3.31K+ 2.88% |
$623K - $753K
|
119K
$31.2M
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
3.28KNew |
$617K - $747K
|
3.28K
$863K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.28K+ 105.37% |
$616K - $746K
|
6.39K
$1.68M
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.22K+ 36.27% |
$606K - $733K
|
12.1K
$3.18M
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.2K+ 21.8% |
$602K - $728K
|
17.9K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.18K+ 9.03% |
$598K - $724K
|
38.4K
$10.1M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.18K+ 8.52% |
$598K - $724K
|
40.5K
$10.6M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.16K+ 12.63% |
$594K - $719K
|
28.2K
$7.41M
|