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
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-59- 13.88% |
$11K - $12.8K
|
366
$98.5K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-60- 2.52% |
$11.2K - $13K
|
2.32K
$624K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-66- 4.83% |
$12.3K - $14.3K
|
1.3K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-66- 2.13% |
$12.3K - $14.3K
|
3.04K
$817K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-69- 2.53% |
$12.9K - $15K
|
2.65K
$714K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-70- 4.33% |
$13.1K - $15.2K
|
1.55K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-70- 9.58% |
$13.1K - $15.2K
|
661
$178K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-71- 3.25% |
$13.2K - $15.4K
|
2.11K
$569K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-74- 1.48% |
$13.8K - $16.1K
|
4.94K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-74- 13.14% |
$13.8K - $16.1K
|
489
$132K
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-75- 0.75% |
$14K - $16.3K
|
9.92K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-77- 1.23% |
$14.4K - $16.7K
|
6.2K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-77- 1.37% |
$14.4K - $16.7K
|
5.55K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-79- 0.55% |
$14.7K - $17.2K
|
14.4K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-79- 0.93% |
$14.7K - $17.2K
|
8.4K
$2.26M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-79- 11.24% |
$14.7K - $17.2K
|
624
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-80- 6.78% |
$14.9K - $17.4K
|
1.1K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-80- 3.3% |
$14.9K - $17.4K
|
2.34K
$631K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-81- 3.28% |
$15.1K - $17.6K
|
2.39K
$642K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-87- 0.89% |
$16.2K - $18.9K
|
9.74K
$2.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-88- 2.27% |
$16.4K - $19.1K
|
3.79K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-88- 0.38% |
$16.4K - $19.1K
|
23.1K
$6.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-91- 7.64% |
$17K - $19.8K
|
1.1K
$296K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-91- 3.93% |
$17K - $19.8K
|
2.22K
$598K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-92- 0.89% |
$17.2K - $20K
|
10.2K
$2.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-96- 1.02% |
$17.9K - $20.9K
|
9.3K
$2.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-97- 2.58% |
$18.1K - $21.1K
|
3.67K
$987K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-97- 2.15% |
$18.1K - $21.1K
|
4.42K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-97- 3.01% |
$18.1K - $21.1K
|
3.12K
$840K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-98- 1.36% |
$18.3K - $21.3K
|
7.09K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-98- 13.84% |
$18.3K - $21.3K
|
610
$164K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 14.45% |
$18.7K - $21.7K
|
592
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-100- 1.23% |
$18.7K - $21.7K
|
8.06K
$2.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-103- 0.6% |
$19.2K - $22.4K
|
17K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-103- 1.06% |
$19.2K - $22.4K
|
9.64K
$2.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-105- 7.08% |
$19.6K - $22.8K
|
1.38K
$371K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-108- 0.31% |
$20.1K - $23.5K
|
35.3K
$9.49M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-110- 3.8% |
$20.5K - $23.9K
|
2.79K
$749K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-115- 1.9% |
$21.5K - $25K
|
5.94K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-115- 38.08% |
$21.5K - $25K
|
187
$50.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-118- 0.1% |
$22K - $25.6K
|
123K
$33M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-118- 2.78% |
$22K - $25.6K
|
4.13K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-118- 3.48% |
$22K - $25.6K
|
3.27K
$881K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-119- 5.78% |
$22.2K - $25.9K
|
1.94K
$522K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-120- 2.55% |
$22.4K - $26.1K
|
4.6K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-124- 5.84% |
$23.1K - $26.9K
|
2K
$538K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-127- 4.51% |
$23.7K - $27.6K
|
2.69K
$724K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-128- 2.61% |
$23.9K - $27.8K
|
4.78K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-129- 7.26% |
$24.1K - $28K
|
1.65K
$443K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-130- 5.0% |
$24.3K - $28.2K
|
2.47K
$665K
|