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 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.58K- 4.09% |
$295K - $344K
|
37.1K
$9.88M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.62KClosed |
$303K - $353K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.63K- 3.32% |
$303K - $353K
|
47.3K
$12.6M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.68K- 4.45% |
$313K - $364K
|
35.9K
$9.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.69K- 12.69% |
$314K - $366K
|
11.6K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.71K- 35.16% |
$319K - $372K
|
3.16K
$839K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 15.39% |
$320K - $372K
|
9.42K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.73K- 15.84% |
$322K - $375K
|
9.16K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.74K- 1.59% |
$324K - $377K
|
107K
$28.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.75K- 21.51% |
$327K - $380K
|
6.39K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-1.75K- 31.49% |
$327K - $381K
|
3.81K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.76K- 14.16% |
$329K - $383K
|
10.7K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.79K- 28.04% |
$334K - $389K
|
4.6K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 18.41% |
$340K - $396K
|
8.08K
$2.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.82K- 34.68% |
$340K - $396K
|
3.44K
$914K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.84K- 4.24% |
$344K - $400K
|
41.6K
$11.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.85K- 17.9% |
$345K - $402K
|
8.48K
$2.26M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.85K- 31.26% |
$345K - $402K
|
4.07K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.87K- 46.11% |
$349K - $407K
|
2.19K
$582K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 9.79% |
$367K - $427K
|
18.1K
$4.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.04K- 1.87% |
$381K - $443K
|
107K
$28.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.06K- 7.37% |
$384K - $447K
|
25.9K
$6.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.07K- 11.19% |
$385K - $449K
|
16.4K
$4.36M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.1K- 35.55% |
$392K - $456K
|
3.81K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.11K- 24.21% |
$393K - $458K
|
6.59K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.12K- 21.71% |
$395K - $460K
|
7.64K
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.13K- 2.55% |
$398K - $463K
|
81.5K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.16K- 10.71% |
$403K - $469K
|
18K
$4.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.19K- 50.21% |
$408K - $475K
|
2.17K
$577K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.2K- 42.96% |
$411K - $479K
|
2.93K
$778K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.22K- 18.88% |
$414K - $482K
|
9.53K
$2.54M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.28K- 42.82% |
$426K - $496K
|
3.05K
$811K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.29K- 1.42% |
$427K - $498K
|
159K
$42.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.29K- 18.75% |
$427K - $498K
|
9.93K
$2.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 17.79% |
$433K - $504K
|
10.7K
$2.85M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.36K- 19.51% |
$440K - $513K
|
9.74K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.4K- 14.65% |
$448K - $521K
|
14K
$3.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.42K- 8.73% |
$451K - $525K
|
25.3K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.48K- 5.42% |
$462K - $538K
|
43.2K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.48K- 15.84% |
$462K - $538K
|
13.2K
$3.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.49K- 4.14% |
$464K - $540K
|
57.6K
$15.3M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 48.23% |
$466K - $543K
|
2.68K
$713K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.51K- 14.66% |
$468K - $545K
|
14.6K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.51K- 5.65% |
$468K - $545K
|
41.9K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.55K- 5.58% |
$476K - $554K
|
43.2K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.59K- 19.78% |
$482K - $562K
|
10.5K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.68K- 0.95% |
$500K - $582K
|
281K
$74.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-2.69K- 1.93% |
$501K - $583K
|
136K
$36.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.79K- 20.12% |
$521K - $607K
|
11.1K
$2.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.81K- 3.17% |
$523K - $609K
|
85.6K
$22.8M
|