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 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-985- 13.08% |
$184K - $214K
|
6.54K
$1.77M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-987- 2.7% |
$184K - $214K
|
35.6K
$9.61M
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-988- 6.19% |
$184K - $215K
|
15K
$4.04M
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-992- 14.79% |
$185K - $216K
|
5.72K
$1.54M
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-994- 2.0% |
$185K - $216K
|
48.7K
$13.1M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-996- 13.33% |
$186K - $216K
|
6.48K
$1.75M
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-999- 5.44% |
$186K - $217K
|
17.4K
$4.68M
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.01K- 0.96% |
$189K - $220K
|
105K
$28.2M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.03K- 39.84% |
$191K - $223K
|
1.55K
$418K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.04K- 12.01% |
$195K - $227K
|
7.64K
$2.06M
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1.05K- 5.57% |
$196K - $228K
|
17.8K
$4.79M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.05K- 4.55% |
$197K - $229K
|
22.1K
$5.96M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.06K- 4.24% |
$198K - $231K
|
24K
$6.48M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 4.24% |
$198K - $231K
|
24K
$6.48M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.08K- 4.39% |
$201K - $234K
|
23.4K
$6.31M
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-1.09K- 4.62% |
$204K - $237K
|
22.5K
$6.08M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.1K- 4.14% |
$205K - $239K
|
25.4K
$6.86M
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.1K- 2.56% |
$205K - $239K
|
41.9K
$11.3M
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.12K- 24.98% |
$209K - $244K
|
3.37K
$908K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.12K- 8.23% |
$210K - $244K
|
12.5K
$3.38M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.15K- 22.57% |
$214K - $249K
|
3.93K
$1.06M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 25.83% |
$214K - $249K
|
3.3K
$889K
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.16K- 2.38% |
$217K - $253K
|
47.8K
$12.9M
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.17K- 51.56% |
$218K - $254K
|
1.1K
$297K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.18K- 0.7% |
$220K - $257K
|
167K
$45.1M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.19K- 16.14% |
$222K - $259K
|
6.19K
$1.67M
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.2K- 7.99% |
$224K - $261K
|
13.8K
$3.74M
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.21K- 3.75% |
$226K - $263K
|
31.1K
$8.38M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-1.22K- 36.49% |
$228K - $265K
|
2.12K
$573K
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.23K- 3.45% |
$230K - $268K
|
34.5K
$9.3M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.24K- 1.6% |
$230K - $268K
|
76.1K
$20.5M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.24K- 4.61% |
$232K - $270K
|
25.7K
$6.92M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.26K- 24.4% |
$235K - $274K
|
3.9K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.26K- 4.24% |
$235K - $274K
|
28.5K
$7.69M
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.26K- 51.78% |
$236K - $274K
|
1.18K
$317K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 2.45% |
$237K - $275K
|
50.4K
$13.6M
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.27K- 38.48% |
$237K - $276K
|
2.03K
$548K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.29K- 1.56% |
$241K - $281K
|
81.8K
$22.1M
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.3K- 0.77% |
$242K - $281K
|
167K
$45M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 2.61% |
$245K - $285K
|
48.9K
$13.2M
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.32K- 10.36% |
$245K - $286K
|
11.4K
$3.07M
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.37K- 8.14% |
$255K - $297K
|
15.4K
$4.16M
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.39K- 9.4% |
$260K - $303K
|
13.4K
$3.62M
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.39K- 12.46% |
$260K - $303K
|
9.8K
$2.64M
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.4K- 9.95% |
$261K - $304K
|
12.7K
$3.42M
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-1.4K- 51.37% |
$262K - $305K
|
1.33K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.41K- 22.58% |
$262K - $305K
|
4.82K
$1.3M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.41K- 5.89% |
$263K - $307K
|
22.6K
$6.09M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.44K- 3.59% |
$269K - $313K
|
38.7K
$10.4M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.45K- 6.94% |
$270K - $314K
|
19.4K
$5.24M
|