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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.05K+ 33.77% |
$196K - $229K
|
4.17K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.05K+ 6.76% |
$196K - $228K
|
16.6K
$4.47M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.05KNew |
$195K - $227K
|
1.05K
$282K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.05KNew |
$195K - $227K
|
1.05K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.04K+ 1.16% |
$195K - $227K
|
91.1K
$24.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.04K+ 4.79% |
$194K - $226K
|
22.7K
$6.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.04K+ 67.73% |
$194K - $226K
|
2.57K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
1.04KNew |
$193K - $225K
|
1.04K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$193K - $225K
|
1.04K
$278K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.03KNew |
$193K - $225K
|
1.03K
$278K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.03KNew |
$193K - $225K
|
1.03K
$278K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
1.02KNew |
$191K - $222K
|
1.02K
$276K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.01K+ 2.99% |
$188K - $219K
|
34.8K
$9.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.01K+ 101.0% |
$188K - $219K
|
2K
$539K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01KNew |
$188K - $218K
|
1.01K
$270K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.01KNew |
$188K - $218K
|
1.01K
$270K
|
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
BUY
|
- |
1KNew |
$187K - $217K
|
1K
$269K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1K+ 28.94% |
$187K - $217K
|
4.46K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
996+ 3.09% |
$186K - $216K
|
33.2K
$8.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
995New |
$186K - $216K
|
995
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
995New |
$186K - $216K
|
995
$268K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
988New |
$184K - $215K
|
988
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
988New |
$184K - $215K
|
988
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
988+ 2.62% |
$184K - $215K
|
38.7K
$10.4M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
988New |
$184K - $215K
|
988
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
985New |
$184K - $214K
|
985
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
984New |
$184K - $214K
|
984
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
979+ 38.48% |
$183K - $213K
|
3.52K
$948K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
967+ 68.1% |
$180K - $210K
|
2.39K
$642K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
962New |
$179K - $209K
|
962
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
960+ 0.55% |
$179K - $209K
|
177K
$47.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
960+ 2.06% |
$179K - $209K
|
47.5K
$12.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
950+ 0.26% |
$177K - $206K
|
364K
$97.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
946New |
$176K - $206K
|
946
$255K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
945+ 4.0% |
$176K - $205K
|
24.6K
$6.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
944+ 3.16% |
$176K - $205K
|
30.9K
$8.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
941+ 35.75% |
$176K - $204K
|
3.57K
$961K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
937+ 8.69% |
$175K - $204K
|
11.7K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
927+ 4.16% |
$173K - $201K
|
23.2K
$6.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
916New |
$171K - $199K
|
916
$246K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
911+ 40.51% |
$170K - $198K
|
3.16K
$850K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
904+ 75.15% |
$169K - $196K
|
2.11K
$567K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
895+ 1.34% |
$167K - $194K
|
67.8K
$18.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
885+ 16.97% |
$165K - $192K
|
6.1K
$1.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
870+ 15.85% |
$162K - $189K
|
6.36K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
866+ 19.17% |
$162K - $188K
|
5.38K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
865+ 115.33% |
$161K - $188K
|
1.62K
$435K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
865+ 31.79% |
$161K - $188K
|
3.59K
$965K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
863+ 3.33% |
$161K - $187K
|
26.8K
$7.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
850+ 4.97% |
$159K - $185K
|
17.9K
$4.83M
|