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 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.02K+ 4.36% |
$192K - $233K
|
24.5K
$6.43M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.01K+ 10.57% |
$189K - $229K
|
10.5K
$2.77M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1K+ 26.18% |
$188K - $227K
|
4.82K
$1.27M
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
993+ 3.37% |
$187K - $226K
|
30.5K
$8.01M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
980+ 2.86% |
$184K - $223K
|
35.3K
$9.28M
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
967+ 1.18% |
$182K - $220K
|
83.1K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
963+ 69.28% |
$181K - $219K
|
2.35K
$618K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
956+ 5.26% |
$180K - $217K
|
19.1K
$5.03M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
950+ 4.17% |
$179K - $216K
|
23.7K
$6.24M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
948+ 82.29% |
$178K - $216K
|
2.1K
$552K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
947+ 13.34% |
$178K - $215K
|
8.05K
$2.11M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
910+ 2.75% |
$171K - $207K
|
34.1K
$8.95M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
899+ 2.04% |
$169K - $204K
|
44.9K
$11.8M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
896+ 7.13% |
$168K - $204K
|
13.5K
$3.54M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
879+ 0.64% |
$165K - $200K
|
139K
$36.6M
|
|
Oct 24, 2022
Q3 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
863+ 11.17% |
$162K - $196K
|
8.59K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
852+ 61.83% |
$160K - $194K
|
2.23K
$586K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
850+ 9.84% |
$160K - $193K
|
9.49K
$2.49M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
848+ 3.91% |
$159K - $193K
|
22.5K
$5.92M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
838+ 4.2% |
$158K - $191K
|
20.8K
$5.47M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
837+ 3.82% |
$157K - $190K
|
22.7K
$5.98M
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
830+ 7.24% |
$156K - $189K
|
12.3K
$3.23M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
828+ 12.0% |
$156K - $188K
|
7.73K
$2.03M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
824+ 8.36% |
$155K - $187K
|
10.7K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
821+ 9.84% |
$154K - $187K
|
9.17K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
819+ 3.67% |
$154K - $186K
|
23.2K
$6.08M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
817+ 3.42% |
$154K - $186K
|
24.7K
$6.5M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
817+ 8.07% |
$154K - $186K
|
10.9K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
816+ 20.57% |
$153K - $186K
|
4.78K
$1.26M
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
812+ 6.23% |
$153K - $185K
|
13.9K
$3.64M
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
797+ 4.76% |
$150K - $181K
|
17.5K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
796+ 5.3% |
$150K - $181K
|
15.8K
$4.16M
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
788+ 37.12% |
$148K - $179K
|
2.91K
$765K
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
785+ 130.62% |
$148K - $179K
|
1.39K
$364K
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
776+ 15.65% |
$146K - $176K
|
5.73K
$1.51M
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
775+ 3.06% |
$146K - $176K
|
26.1K
$6.87M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
767+ 11.55% |
$144K - $174K
|
7.41K
$1.95M
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
764+ 5.1% |
$144K - $174K
|
15.8K
$4.14M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
754+ 12.64% |
$142K - $171K
|
6.72K
$1.77M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
746+ 14.9% |
$140K - $170K
|
5.75K
$1.51M
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
744+ 35.04% |
$140K - $169K
|
2.87K
$754K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
735+ 0.49% |
$138K - $167K
|
151K
$39.7M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
722+ 11.89% |
$136K - $164K
|
6.8K
$1.79M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
714+ 9.51% |
$134K - $162K
|
8.22K
$2.16M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
711+ 10.93% |
$134K - $162K
|
7.22K
$1.9M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
709+ 3.16% |
$133K - $161K
|
23.2K
$6.09M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
698+ 9.56% |
$131K - $159K
|
8K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
664+ 1.19% |
$125K - $151K
|
56.4K
$14.8M
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
654+ 4.73% |
$123K - $149K
|
14.5K
$3.81M
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
649+ 5.5% |
$122K - $148K
|
12.4K
$3.27M
|