Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
335M+ 125955.88% |
$62.5B - $72.8B
|
335M
$90.2B
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.92M+ 174981.69% |
$358M - $417M
|
1.92M
$517M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.8MNew |
$336M - $392M
|
1.8M
$485M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
892K+ 89.7% |
$166M - $194M
|
1.89M
$508M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
741K+ 19.18% |
$138M - $161M
|
4.61M
$1.24B
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
518K+ 8.22% |
$96.6M - $112M
|
6.82M
$1.83B
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
386KNew |
$72M - $83.9M
|
386K
$104M
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
297KNew |
$55.5M - $64.6M
|
297K
$80M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
248K+ 739.17% |
$46.2M - $53.8M
|
281K
$75.6M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
194KNew |
$36.2M - $42.2M
|
194K
$52.2M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
181K+ 5.9% |
$33.7M - $39.2M
|
3.24M
$872M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
176K+ 73.98% |
$32.8M - $38.1M
|
413K
$111M
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
158KNew |
$29.5M - $34.3M
|
158K
$42.5M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
144KNew |
$26.8M - $31.2M
|
144K
$38.7M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
143K+ 358.39% |
$26.6M - $31M
|
182K
$49.1M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
128KNew |
$23.9M - $27.8M
|
128K
$34.5M
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
123KNew |
$22.9M - $26.7M
|
123K
$33.1M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 0.41% |
$22.7M - $26.4M
|
29.7M
$8B
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
107K+ 16.59% |
$20M - $23.3M
|
752K
$202M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
105K+ 72.21% |
$19.6M - $22.9M
|
251K
$67.5M
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
103K+ 14.5% |
$19.3M - $22.4M
|
815K
$219M
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
103K+ 14.5% |
$19.2M - $22.4M
|
815K
$219M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
101K+ 6.2% |
$18.9M - $22M
|
1.73M
$465M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90.7K+ 2.77% |
$16.9M - $19.7M
|
3.36M
$904M
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
88.5K+ 26110.32% |
$16.5M - $19.2M
|
88.9K
$23.9M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
80.8K+ 5764.12% |
$15.1M - $17.6M
|
82.2K
$22.1M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
78.8K+ 12.38% |
$14.7M - $17.1M
|
715K
$193M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77.6K+ 23.06% |
$14.5M - $16.9M
|
414K
$111M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
76.9K+ 731.34% |
$14.3M - $16.7M
|
87.4K
$23.5M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
73.7KNew |
$13.7M - $16M
|
73.7K
$19.8M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
73.5K+ 35.47% |
$13.7M - $16M
|
281K
$75.5M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.7K+ 10.76% |
$12.6M - $14.7M
|
697K
$188M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
65.3KNew |
$12.2M - $14.2M
|
65.3K
$17.6M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
62.1K+ 48.13% |
$11.6M - $13.5M
|
191K
$51.4M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
58.2K+ 10.86% |
$10.9M - $12.7M
|
594K
$160M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
55.7K+ 298.86% |
$10.4M - $12.1M
|
74.3K
$20M
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
54.7KNew |
$10.2M - $11.9M
|
54.7K
$14.7M
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
53.2KNew |
$9.93M - $11.6M
|
53.2K
$14.3M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
49.4K+ 37.89% |
$9.21M - $10.7M
|
180K
$48.3M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.2K+ 29.85% |
$9.19M - $10.7M
|
214K
$57.6M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.6K+ 0.33% |
$9.06M - $10.6M
|
14.6M
$3.94B
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
44.2KNew |
$8.24M - $9.6M
|
44.2K
$11.9M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
43.8K+ 4.77% |
$8.17M - $9.51M
|
962K
$259M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
43.2K+ 7.37% |
$8.06M - $9.39M
|
630K
$169M
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
41.8K+ 15050.36% |
$7.81M - $9.09M
|
42.1K
$11.3M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.4K+ 4.12% |
$7.34M - $8.55M
|
996K
$268M
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
39K+ 37.64% |
$7.28M - $8.48M
|
143K
$38.4M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
38.5K+ 9.92% |
$7.19M - $8.37M
|
427K
$115M
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
37.3K+ 83.21% |
$6.97M - $8.11M
|
82.2K
$22.1M
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
37KNew |
$6.91M - $8.04M
|
37K
$9.96M
|