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
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
15K+ 67.06% |
$2.8M - $3.26M
|
37.4K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
15K+ 161.5% |
$2.8M - $3.26M
|
24.3K
$6.54M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15K+ 309.99% |
$2.8M - $3.26M
|
19.8K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 2.51% |
$2.8M - $3.26M
|
612K
$165M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9K+ 472.19% |
$2.78M - $3.24M
|
18.1K
$4.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14.4K+ 608.66% |
$2.69M - $3.13M
|
16.8K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3K+ 17.94% |
$2.68M - $3.12M
|
94.3K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.1K+ 9.78% |
$2.63M - $3.06M
|
158K
$42.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
14.1KNew |
$2.63M - $3.06M
|
14.1K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
13.9KNew |
$2.6M - $3.03M
|
13.9K
$3.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.7K+ 58.75% |
$2.56M - $2.98M
|
37.1K
$9.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
13K+ 6.74% |
$2.43M - $2.83M
|
207K
$55.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.9K+ 59.68% |
$2.41M - $2.81M
|
34.6K
$9.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.9K+ 5.07% |
$2.41M - $2.8M
|
267K
$72M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
12.9K+ 25.31% |
$2.41M - $2.8M
|
63.8K
$17.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.8K+ 333.03% |
$2.38M - $2.77M
|
16.6K
$4.46M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$2.32M - $2.7M
|
12.4K
$3.35M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
12.2KNew |
$2.28M - $2.66M
|
12.2K
$3.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
12.2KNew |
$2.28M - $2.65M
|
12.2K
$3.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.1KNew |
$2.25M - $2.62M
|
12.1K
$3.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 174.97% |
$2.22M - $2.58M
|
18.7K
$5.03M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.2K+ 133.65% |
$2.08M - $2.42M
|
19.5K
$5.25M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10.4KNew |
$1.94M - $2.26M
|
10.4K
$2.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.4K+ 201.83% |
$1.94M - $2.25M
|
15.5K
$4.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
10.2KNew |
$1.9M - $2.21M
|
10.2K
$2.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
10.1KNew |
$1.89M - $2.2M
|
10.1K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.47K+ 278.41% |
$1.77M - $2.06M
|
12.9K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.41K+ 4.47% |
$1.76M - $2.04M
|
220K
$59.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9.26KNew |
$1.73M - $2.01M
|
9.26K
$2.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.01K+ 5.5% |
$1.68M - $1.96M
|
173K
$46.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.98K+ 17.69% |
$1.68M - $1.95M
|
59.7K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.92K+ 17.65% |
$1.66M - $1.94M
|
59.5K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.88KNew |
$1.66M - $1.93M
|
8.88K
$2.39M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.88K+ 32.85% |
$1.66M - $1.93M
|
35.9K
$9.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.86K+ 1.73% |
$1.65M - $1.92M
|
520K
$140M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.73K+ 265.59% |
$1.63M - $1.9M
|
12K
$3.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
8.71K+ 8.26% |
$1.63M - $1.89M
|
114K
$30.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.69K+ 11.33% |
$1.62M - $1.89M
|
85.4K
$23M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.52KNew |
$1.59M - $1.85M
|
8.52K
$2.29M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8.5KNew |
$1.59M - $1.85M
|
8.5K
$2.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.28K+ 55.99% |
$1.54M - $1.8M
|
23.1K
$6.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.23K+ 12.64% |
$1.54M - $1.79M
|
73.4K
$19.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8.02K+ 13.86% |
$1.5M - $1.74M
|
65.9K
$17.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.93KNew |
$1.48M - $1.72M
|
7.93K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.85K+ 43.86% |
$1.46M - $1.71M
|
25.7K
$6.93M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.76K+ 3.1% |
$1.45M - $1.69M
|
258K
$69.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
7.64K+ 50.82% |
$1.43M - $1.66M
|
22.7K
$6.1M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
7.51K+ 32.66% |
$1.4M - $1.63M
|
30.5K
$8.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
7.49KNew |
$1.4M - $1.63M
|
7.49K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.4K+ 23.93% |
$1.38M - $1.61M
|
38.3K
$10.3M
|