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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
194+ 10.6% |
$36.2K - $42.1K
|
2.02K
$545K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
193+ 3.46% |
$36K - $41.9K
|
5.76K
$1.55M
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
191+ 795.83% |
$35.6K - $41.5K
|
215
$57.9K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
190New |
$35.4K - $41.3K
|
190
$51.1K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
189+ 75.6% |
$35.3K - $41.1K
|
439
$118K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
187+ 19.16% |
$34.9K - $40.6K
|
1.16K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
187+ 6.41% |
$34.9K - $40.6K
|
3.11K
$836K
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
182+ 3.22% |
$34K - $39.5K
|
5.84K
$1.57M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
180+ 7.31% |
$33.6K - $39.1K
|
2.64K
$712K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
171+ 5.75% |
$31.9K - $37.2K
|
3.15K
$846K
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
169+ 0.45% |
$31.5K - $36.7K
|
37.6K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
168+ 7.25% |
$31.3K - $36.5K
|
2.49K
$669K
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
168+ 54.02% |
$31.3K - $36.5K
|
479
$129K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
164+ 5.11% |
$30.6K - $35.6K
|
3.38K
$908K
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
163+ 14.03% |
$30.4K - $35.4K
|
1.33K
$357K
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
163+ 2.41% |
$30.4K - $35.4K
|
6.92K
$1.86M
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
161+ 6.98% |
$30K - $35K
|
2.47K
$664K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
161+ 3.72% |
$30K - $35K
|
4.48K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
161+ 1.26% |
$30K - $35K
|
13K
$3.49M
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
159+ 0.44% |
$29.7K - $34.5K
|
36.5K
$9.81M
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
157+ 2.3% |
$29.3K - $34.1K
|
7K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
151+ 6.97% |
$28.2K - $32.8K
|
2.32K
$624K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
150+ 36.23% |
$28K - $32.6K
|
564
$152K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
149+ 7.05% |
$27.8K - $32.4K
|
2.26K
$609K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
144+ 9.68% |
$26.9K - $31.3K
|
1.63K
$439K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
141+ 0.47% |
$26.3K - $30.6K
|
30K
$8.07M
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
140+ 6.21% |
$26.1K - $30.4K
|
2.4K
$645K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
138+ 1.97% |
$25.7K - $30K
|
7.16K
$1.93M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
137+ 0.47% |
$25.6K - $29.8K
|
29.3K
$7.9M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
136+ 3.98% |
$25.4K - $29.5K
|
3.55K
$955K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
135+ 1.27% |
$25.2K - $29.3K
|
10.8K
$2.9M
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
135+ 1.45% |
$25.2K - $29.3K
|
9.43K
$2.54M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
134+ 1.49% |
$25K - $29.1K
|
9.11K
$2.45M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
131+ 3.19% |
$24.4K - $28.5K
|
4.24K
$1.14M
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
130+ 2.6% |
$24.3K - $28.2K
|
5.13K
$1.38M
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
127+ 1.23% |
$23.7K - $27.6K
|
10.5K
$2.81M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
127+ 12.43% |
$23.7K - $27.6K
|
1.15K
$309K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
126+ 5.57% |
$23.5K - $27.4K
|
2.39K
$643K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
126+ 9.27% |
$23.5K - $27.4K
|
1.49K
$400K
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
122+ 5.94% |
$22.8K - $26.5K
|
2.18K
$586K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
122+ 3.17% |
$22.8K - $26.5K
|
3.97K
$1.07M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
121+ 48.02% |
$22.6K - $26.3K
|
373
$100K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
121+ 2.59% |
$22.6K - $26.3K
|
4.79K
$1.29M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
118+ 0.57% |
$22K - $25.6K
|
20.9K
$5.63M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
116+ 3.74% |
$21.6K - $25.2K
|
3.22K
$866K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
116+ 1.23% |
$21.6K - $25.2K
|
9.52K
$2.56M
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
115+ 6.87% |
$21.5K - $25K
|
1.79K
$482K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
115+ 2.26% |
$21.5K - $25K
|
5.19K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
115+ 5.14% |
$21.5K - $25K
|
2.35K
$633K
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
114+ 0.29% |
$21.3K - $24.8K
|
39.5K
$10.6M
|