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
|
Ridgewood Investments LLC
|
BUY
|
- |
16+ 0.19% |
$2.99K - $3.48K
|
8.34K
$2.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
16+ 1.15% |
$2.99K - $3.48K
|
1.41K
$375K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16+ 0.62% |
$2.99K - $3.48K
|
2.59K
$689K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
15+ 0.23% |
$2.8K - $3.26K
|
6.64K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
15+ 0.54% |
$2.8K - $3.26K
|
2.77K
$736K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
14New |
$2.61K - $3.04K
|
14
$3.72K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
14+ 1.21% |
$2.61K - $3.04K
|
1.17K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
14+ 0.95% |
$2.61K - $3.04K
|
1.49K
$397K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$2.43K - $2.82K
|
13
$3.46K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.53% |
$2.24K - $2.61K
|
2.26K
$602K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
11+ 0.52% |
$2.05K - $2.39K
|
2.12K
$564K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10New |
$1.87K - $2.17K
|
10
$2.66K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
10+ 0.19% |
$1.87K - $2.17K
|
5.15K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
10+ 0.57% |
$1.87K - $2.17K
|
1.76K
$468K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9+ 0.51% |
$1.68K - $1.96K
|
1.78K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 0.54% |
$1.68K - $1.96K
|
1.68K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.55% |
$1.68K - $1.96K
|
1.66K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9+ 0.7% |
$1.68K - $1.96K
|
1.29K
$343K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$1.49K - $1.74K
|
5.11K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.57% |
$1.49K - $1.74K
|
1.41K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
8+ 0.51% |
$1.49K - $1.74K
|
1.59K
$423K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
7+ 0.18% |
$1.31K - $1.52K
|
3.87K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
7+ 0.16% |
$1.31K - $1.52K
|
4.29K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
7+ 0.5% |
$1.31K - $1.52K
|
1.4K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
7+ 0.33% |
$1.31K - $1.52K
|
2.11K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.51% |
$1.31K - $1.52K
|
1.39K
$371K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.53% |
$1.31K - $1.52K
|
1.33K
$355K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
6+ 0.28% |
$1.12K - $1.3K
|
2.17K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6+ 1.67% |
$1.12K - $1.3K
|
365
$97.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$1.12K - $1.3K
|
3.56K
$946K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
5+ 0.14% |
$933 - $1.09K
|
3.66K
$974K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.37% |
$933 - $1.09K
|
1.35K
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
5+ 0.1% |
$933 - $1.09K
|
4.9K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5New |
$933 - $1.09K
|
5
$1.33K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
5New |
$933 - $1.09K
|
5
$1.33K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$746 - $869
|
643
$171K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.36% |
$746 - $869
|
1.13K
$299K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4+ 0.18% |
$746 - $869
|
2.23K
$594K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.35% |
$746 - $869
|
1.15K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 1.2% |
$746 - $869
|
337
$89.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3+ 0.27% |
$560 - $652
|
1.1K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.21% |
$560 - $652
|
1.45K
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3+ 0.01% |
$560 - $652
|
25K
$6.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$560 - $652
|
848
$226K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
3+ 0.07% |
$560 - $652
|
4.22K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$373 - $435
|
2.52K
$671K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.15% |
$373 - $435
|
1.37K
$363K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2+ 4.0% |
$373 - $435
|
52
$13.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.35% |
$373 - $435
|
579
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.06% |
$373 - $435
|
3.34K
$890K
|