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 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
482+ 3.26% |
$89.9K - $105K
|
15.3K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
479+ 17.71% |
$89.4K - $104K
|
3.18K
$856K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
477+ 12.43% |
$89K - $104K
|
4.31K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
466+ 1.45% |
$86.9K - $101K
|
32.6K
$8.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
459+ 2.17% |
$85.6K - $99.7K
|
21.6K
$5.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
457+ 7.97% |
$85.3K - $99.3K
|
6.19K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
447+ 9.35% |
$83.4K - $97.1K
|
5.23K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
442+ 0.71% |
$82.5K - $96K
|
62.6K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
441+ 29.92% |
$82.3K - $95.8K
|
1.92K
$515K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
440+ 121.88% |
$82.1K - $95.6K
|
801
$216K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
436+ 2.69% |
$81.3K - $94.7K
|
16.6K
$4.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
430+ 1.68% |
$80.2K - $93.4K
|
26K
$6.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
428+ 1.92% |
$79.9K - $93K
|
22.7K
$6.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
423+ 3.02% |
$78.9K - $91.9K
|
14.4K
$3.89M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
420+ 11.28% |
$78.4K - $91.2K
|
4.15K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
412+ 5.63% |
$76.9K - $89.5K
|
7.73K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
412+ 2.04% |
$76.9K - $89.5K
|
20.6K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
409+ 3.89% |
$76.3K - $88.9K
|
10.9K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
406+ 60.24% |
$75.7K - $88.2K
|
1.08K
$291K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
404+ 34.41% |
$75.4K - $87.8K
|
1.58K
$425K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
400+ 3.95% |
$74.6K - $86.9K
|
10.5K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
396+ 1.95% |
$73.9K - $86K
|
20.7K
$5.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
395New |
$73.7K - $85.8K
|
395
$106K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
390New |
$72.8K - $84.7K
|
390
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
383+ 33.95% |
$71.5K - $83.2K
|
1.51K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
382+ 3.35% |
$71.3K - $83K
|
11.8K
$3.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
363+ 0.94% |
$67.7K - $78.9K
|
38.8K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
363+ 1.35% |
$67.7K - $78.9K
|
27.2K
$7.32M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
360+ 43.8% |
$67.2K - $78.2K
|
1.18K
$318K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
356+ 22.04% |
$66.4K - $77.3K
|
1.97K
$530K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
355+ 5.29% |
$66.2K - $77.1K
|
7.06K
$1.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
350New |
$65.3K - $76K
|
350
$94.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
345+ 3.02% |
$64.4K - $75K
|
11.8K
$3.17M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
344+ 24.84% |
$64.2K - $74.7K
|
1.73K
$465K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
343+ 15.68% |
$64K - $74.5K
|
2.53K
$681K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
342+ 8.8% |
$63.8K - $74.3K
|
4.23K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
338+ 4.97% |
$63.1K - $73.4K
|
7.14K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
338+ 9.4% |
$63.1K - $73.4K
|
3.93K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
334+ 17.58% |
$62.3K - $72.6K
|
2.23K
$601K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
332+ 0.79% |
$61.9K - $72.1K
|
42.3K
$11.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
330New |
$61.6K - $71.7K
|
330
$88.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
330+ 2.36% |
$61.6K - $71.7K
|
14.3K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
330+ 9.65% |
$61.6K - $71.7K
|
3.75K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
327+ 11.98% |
$61K - $71K
|
3.06K
$823K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
326+ 24.6% |
$60.8K - $70.8K
|
1.65K
$444K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
319+ 0.89% |
$59.5K - $69.3K
|
36.3K
$9.77M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
314+ 7.91% |
$58.6K - $68.2K
|
4.28K
$1.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
313+ 4.67% |
$58.4K - $68K
|
7.02K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
313+ 1.92% |
$58.4K - $68K
|
16.6K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
311New |
$58K - $67.6K
|
311
$83.7K
|