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 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-6.41K- 18.93% |
$1.2M - $1.39M
|
27.5K
$7.39M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.78K- 47.12% |
$1.26M - $1.47M
|
7.6K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.89K- 1.26% |
$1.29M - $1.5M
|
541K
$145M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7K- 15.56% |
$1.31M - $1.52M
|
38K
$10.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.18K- 73.88% |
$1.34M - $1.56M
|
2.54K
$683K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-7.46K- 65.79% |
$1.39M - $1.62M
|
3.88K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-7.47K- 9.42% |
$1.39M - $1.62M
|
71.8K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7.81K- 40.78% |
$1.46M - $1.7M
|
11.3K
$3.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.18K- 0.72% |
$1.53M - $1.78M
|
1.13M
$304M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.26K- 7.86% |
$1.54M - $1.79M
|
96.8K
$26.1M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.27K- 14.92% |
$1.54M - $1.8M
|
47.2K
$12.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.37K- 2.49% |
$1.56M - $1.82M
|
327K
$88.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-8.88K- 10.5% |
$1.66M - $1.93M
|
75.7K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.99K- 3.0% |
$1.68M - $1.95M
|
291K
$78.2M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.99K- 3.0% |
$1.68M - $1.95M
|
291K
$78.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-9.02K- 15.2% |
$1.68M - $1.96M
|
50.3K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-9.35K- 15.56% |
$1.74M - $2.03M
|
50.7K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.69K- 78.18% |
$1.81M - $2.11M
|
2.71K
$728K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-10.4K- 6.29% |
$1.94M - $2.26M
|
155K
$41.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-10.4K- 1.27% |
$1.94M - $2.26M
|
809K
$218M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.8K- 90.61% |
$2.02M - $2.35M
|
1.12K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-11K- 22.01% |
$2.05M - $2.39M
|
38.9K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-11.3K- 10.1% |
$2.1M - $2.45M
|
100K
$27M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.4K- 39.4% |
$2.13M - $2.48M
|
17.5K
$4.72M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 10.99% |
$2.17M - $2.53M
|
94.2K
$25.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12.1K- 4.03% |
$2.27M - $2.64M
|
289K
$77.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.2K- 81.88% |
$2.28M - $2.65M
|
2.7K
$726K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-13.8K- 2.39% |
$2.57M - $2.99M
|
563K
$152M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14.4K- 11.84% |
$2.68M - $3.12M
|
107K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-14.8K- 50.42% |
$2.75M - $3.21M
|
14.5K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-14.8K- 37.17% |
$2.75M - $3.21M
|
25K
$6.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.2K- 29.48% |
$3.02M - $3.51M
|
38.7K
$10.4M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-17.2K- 10.02% |
$3.22M - $3.75M
|
155K
$41.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.1K- 37.62% |
$3.56M - $4.14M
|
31.6K
$8.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.6K- 11.25% |
$3.65M - $4.25M
|
154K
$41.5M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20K- 57.37% |
$3.74M - $4.35M
|
14.9K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20.4K- 39.62% |
$3.8M - $4.42M
|
31K
$8.35M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-21.3K- 15.37% |
$3.97M - $4.62M
|
117K
$31.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.2K- 0.61% |
$4.34M - $5.05M
|
3.77M
$1.01B
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27.4K- 48.55% |
$5.11M - $5.95M
|
29K
$7.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-27.5K- 19.74% |
$5.12M - $5.97M
|
112K
$30M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-28.3K- 22.81% |
$5.28M - $6.14M
|
95.7K
$25.7M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.6K- 25.6% |
$5.34M - $6.22M
|
83.2K
$22.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-33.5K- 47.46% |
$6.25M - $7.28M
|
37.1K
$9.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-39.7K- 11.09% |
$7.41M - $8.63M
|
319K
$85.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-43.5K- 41.45% |
$8.11M - $9.44M
|
61.4K
$16.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-52.8K- 5.56% |
$9.85M - $11.5M
|
897K
$241M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-57K- 0.69% |
$10.6M - $12.4M
|
8.17M
$2.2B
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-57.1K- 40.65% |
$10.7M - $12.4M
|
83.4K
$22.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-57.6K- 2.38% |
$10.7M - $12.5M
|
2.36M
$635M
|