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 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-394- 3.52% |
$73.5K - $85.6K
|
10.8K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-394- 5.31% |
$73.5K - $85.6K
|
7.02K
$1.89M
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-396- 11.53% |
$73.9K - $86K
|
3.04K
$818K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-398- 0.72% |
$74.3K - $86.5K
|
54.7K
$14.7M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-407- 6.89% |
$75.9K - $88.4K
|
5.5K
$1.48M
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-412- 6.24% |
$76.9K - $89.5K
|
6.19K
$1.67M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-419- 1.46% |
$78.2K - $91K
|
28.3K
$7.61M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-427- 15.9% |
$79.7K - $92.8K
|
2.26K
$608K
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-430- 22.01% |
$80.2K - $93.4K
|
1.52K
$410K
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-433- 4.82% |
$80.8K - $94.1K
|
8.54K
$2.3M
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-434- 1.46% |
$81K - $94.3K
|
29.4K
$7.91M
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-437- 2.1% |
$81.5K - $94.9K
|
20.4K
$5.48M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-439- 4.54% |
$81.9K - $95.4K
|
9.22K
$2.48M
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-446- 3.31% |
$83.2K - $96.9K
|
13K
$3.5M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-456- 7.11% |
$85.1K - $99.1K
|
5.96K
$1.6M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-457- 4.27% |
$85.3K - $99.3K
|
10.2K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-467- 22.97% |
$87.1K - $101K
|
1.57K
$421K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-473- 1.02% |
$88.2K - $103K
|
45.7K
$12.3M
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-480- 24.9% |
$89.6K - $104K
|
1.45K
$390K
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-492- 2.38% |
$91.8K - $107K
|
20.2K
$5.43M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-494- 8.18% |
$92.2K - $107K
|
5.55K
$1.49M
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-494- 0.9% |
$92.2K - $107K
|
54.3K
$14.6M
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-494- 24.26% |
$92.2K - $107K
|
1.54K
$415K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-496- 3.44% |
$92.5K - $108K
|
13.9K
$3.75M
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-500- 2.08% |
$93.3K - $109K
|
23.6K
$6.34M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-500- 57.01% |
$93.3K - $109K
|
377
$101K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-500- 78.37% |
$93.3K - $109K
|
138
$37.1K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-507- 23.28% |
$94.6K - $110K
|
1.67K
$450K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-513- 7.04% |
$95.7K - $111K
|
6.77K
$1.82M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-516- 2.25% |
$96.3K - $112K
|
22.4K
$6.03M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-521- 21.9% |
$97.2K - $113K
|
1.86K
$500K
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-528- 7.71% |
$98.5K - $115K
|
6.32K
$1.7M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-535- 2.13% |
$99.8K - $116K
|
24.6K
$6.61M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-554- 6.24% |
$103K - $120K
|
8.33K
$2.24M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-558- 38.19% |
$104K - $121K
|
903
$243K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-563- 1.12% |
$105K - $122K
|
49.6K
$13.3M
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-565- 79.02% |
$105K - $123K
|
150
$40.4K
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-580- 2.65% |
$108K - $126K
|
21.3K
$5.74M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-582- 28.57% |
$109K - $126K
|
1.46K
$391K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-593- 3.95% |
$111K - $129K
|
14.4K
$3.88M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-605- 3.2% |
$113K - $131K
|
18.3K
$4.92M
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-605- 83.68% |
$113K - $131K
|
118
$31.7K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-610- 4.81% |
$114K - $133K
|
12.1K
$3.25M
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-613- 16.38% |
$114K - $133K
|
3.13K
$842K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-620- 2.28% |
$116K - $135K
|
26.6K
$7.16M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-627- 6.39% |
$117K - $136K
|
9.18K
$2.47M
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-630- 2.23% |
$118K - $137K
|
27.6K
$7.43M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-631- 1.85% |
$118K - $137K
|
33.4K
$8.99M
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-642- 5.42% |
$120K - $139K
|
11.2K
$3.02M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-647- 1.61% |
$121K - $141K
|
39.6K
$10.7M
|