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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
2.02K+ 2.68% |
$379K - $458K
|
77.3K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.99K+ 75.67% |
$374K - $453K
|
4.62K
$1.21M
|
|
Nov 09, 2022
Q3 2022
|
True Wealth Financial Partners
|
BUY
|
- |
1.99K+ 4.37% |
$373K - $451K
|
47.4K
$12.5M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.98K+ 6.55% |
$372K - $450K
|
32.2K
$8.46M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98K+ 8.39% |
$371K - $449K
|
25.5K
$6.71M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.97K+ 57.85% |
$371K - $448K
|
5.38K
$1.41M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.96K+ 9.2% |
$369K - $446K
|
23.3K
$6.12M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.96K+ 9.2% |
$369K - $446K
|
23.3K
$6.12M
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.95K+ 8.91% |
$367K - $444K
|
23.9K
$6.27M
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.91K+ 99.48% |
$360K - $435K
|
3.84K
$1.01M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.91K+ 55.82% |
$359K - $434K
|
5.33K
$1.4M
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.9K+ 4.51% |
$358K - $433K
|
44.1K
$11.6M
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.9K+ 1.31% |
$357K - $432K
|
146K
$38.5M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.87K+ 3.24% |
$352K - $425K
|
59.6K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.87K+ 109.38% |
$351K - $424K
|
3.57K
$939K
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.86K+ 7.35% |
$350K - $424K
|
27.2K
$7.16M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.81K+ 10.76% |
$340K - $411K
|
18.6K
$4.89M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.8K+ 37.21% |
$338K - $409K
|
6.64K
$1.74M
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.73K+ 2.57% |
$325K - $393K
|
69K
$18.1M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.73K+ 4.58% |
$325K - $393K
|
39.4K
$10.4M
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
1.71K+ 18.8% |
$321K - $388K
|
10.8K
$2.83M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.71K+ 13.64% |
$321K - $388K
|
14.2K
$3.73M
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
1.7K+ 1.62% |
$320K - $387K
|
107K
$28M
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.7K+ 6.15% |
$319K - $386K
|
29.3K
$7.69M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 2.04% |
$318K - $384K
|
84.6K
$22.2M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 5.43% |
$311K - $376K
|
32.1K
$8.45M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.65K+ 5.72% |
$309K - $374K
|
30.4K
$7.99M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.63K+ 38.02% |
$307K - $371K
|
5.92K
$1.56M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63K+ 3.78% |
$306K - $371K
|
44.7K
$11.7M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.62KNew |
$304K - $368K
|
1.62K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.6KNew |
$301K - $364K
|
1.6K
$421K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.6K+ 2.69% |
$300K - $363K
|
60.9K
$16M
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.59KNew |
$299K - $362K
|
1.59K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.59K+ 4.11% |
$299K - $362K
|
40.3K
$10.6M
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.59K+ 7.67% |
$299K - $362K
|
22.3K
$5.87M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.59K+ 3.47% |
$299K - $361K
|
47.3K
$12.4M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.58K+ 4.0% |
$298K - $360K
|
41.1K
$10.8M
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.57K+ 53.7% |
$295K - $357K
|
4.49K
$1.18M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
1.54K+ 2.29% |
$290K - $351K
|
68.8K
$18.1M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.54K+ 17.54% |
$289K - $350K
|
10.3K
$2.71M
|
|
Oct 24, 2022
Q3 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.53K+ 1.52% |
$287K - $347K
|
102K
$26.7M
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 2.81% |
$283K - $342K
|
55.1K
$14.5M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.5KNew |
$282K - $341K
|
1.5K
$394K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.49K+ 4.33% |
$281K - $340K
|
36K
$9.46M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.48K+ 49.3% |
$279K - $337K
|
4.49K
$1.18M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 5.11% |
$276K - $334K
|
30.2K
$7.94M
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.46K+ 24.84% |
$274K - $331K
|
7.32K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.45K+ 5.05% |
$272K - $329K
|
30.1K
$7.91M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.44KNew |
$271K - $328K
|
1.44K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.44K+ 4.56% |
$270K - $327K
|
32.9K
$8.65M
|