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 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.33K+ 629.73% |
$1.37M - $1.59M
|
8.49K
$2.29M
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
7.25K+ 17.65% |
$1.35M - $1.58M
|
48.3K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.25K+ 552.29% |
$1.35M - $1.57M
|
8.56K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.17KNew |
$1.34M - $1.56M
|
7.17K
$1.93M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7.05K+ 16.53% |
$1.31M - $1.53M
|
49.7K
$13.4M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
7.01K+ 81.74% |
$1.31M - $1.52M
|
15.6K
$4.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.01K+ 6.75% |
$1.31M - $1.52M
|
111K
$29.8M
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.99K+ 44.59% |
$1.3M - $1.52M
|
22.7K
$6.1M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.94K+ 24.6% |
$1.29M - $1.51M
|
35.1K
$9.45M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.93K+ 51.84% |
$1.29M - $1.51M
|
20.3K
$5.46M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.82K+ 1.75% |
$1.27M - $1.48M
|
396K
$107M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.8K+ 600.8% |
$1.27M - $1.48M
|
7.93K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.8K+ 16.67% |
$1.27M - $1.48M
|
47.6K
$12.8M
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.75KNew |
$1.26M - $1.47M
|
6.75K
$1.82M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.72K+ 10.62% |
$1.25M - $1.46M
|
70K
$18.8M
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.7KNew |
$1.25M - $1.46M
|
6.7K
$1.8M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.6KNew |
$1.23M - $1.43M
|
6.6K
$1.78M
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.55K+ 34.24% |
$1.22M - $1.42M
|
25.7K
$6.91M
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
6.48K+ 147.28% |
$1.21M - $1.41M
|
10.9K
$2.93M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.4KNew |
$1.19M - $1.39M
|
6.4K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.33K+ 20.81% |
$1.18M - $1.37M
|
36.7K
$9.88M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.32KNew |
$1.18M - $1.37M
|
6.32K
$1.7M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.17K+ 3.11% |
$1.15M - $1.34M
|
204K
$55M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
6.13K+ 38.32% |
$1.14M - $1.33M
|
22.1K
$5.95M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
6.1K+ 51.5% |
$1.14M - $1.33M
|
17.9K
$4.83M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.1K+ 13.23% |
$1.14M - $1.32M
|
52.2K
$14M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.01KNew |
$1.12M - $1.31M
|
6.01K
$1.62M
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.99K+ 75.47% |
$1.12M - $1.3M
|
13.9K
$3.74M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.97K+ 6.39% |
$1.11M - $1.3M
|
99.5K
$26.8M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.95K+ 5.02% |
$1.11M - $1.29M
|
124K
$33.5M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.94K+ 17.59% |
$1.11M - $1.29M
|
39.7K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.9K+ 14.95% |
$1.1M - $1.28M
|
45.3K
$12.2M
|
|
Feb 03, 2023
Q4 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.86K+ 27.54% |
$1.09M - $1.27M
|
27.1K
$7.3M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.8K+ 4.72% |
$1.08M - $1.26M
|
129K
$34.6M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.77K+ 6.26% |
$1.08M - $1.25M
|
97.9K
$26.3M
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.74K+ 91.57% |
$1.07M - $1.25M
|
12K
$3.23M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
5.73K+ 8.67% |
$1.07M - $1.25M
|
71.8K
$19.3M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.72K+ 0.25% |
$1.07M - $1.24M
|
2.28M
$614M
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
BUY
|
- |
5.5K+ 5.09% |
$1.03M - $1.19M
|
113K
$30.5M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.46K+ 244.75% |
$1.02M - $1.19M
|
7.69K
$2.07M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.33K+ 196.9% |
$994K - $1.16M
|
8.03K
$2.16M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.21K+ 59.49% |
$973K - $1.13M
|
14K
$3.76M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.19KNew |
$967K - $1.13M
|
5.19K
$1.4M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
4.91K+ 348.55% |
$916K - $1.07M
|
6.32K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.86K+ 13.69% |
$907K - $1.06M
|
40.4K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.83KNew |
$900K - $1.05M
|
4.83K
$1.3M
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
4.78K+ 20.29% |
$892K - $1.04M
|
28.3K
$7.62M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.77K+ 33.06% |
$890K - $1.04M
|
19.2K
$5.17M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.72K+ 31.01% |
$880K - $1.03M
|
19.9K
$5.36M
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
4.66K+ 25.08% |
$870K - $1.01M
|
23.3K
$6.26M
|