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 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.66K+ 155.27% |
$868K - $1.01M
|
7.65K
$2.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.65K+ 11.81% |
$868K - $1.01M
|
44K
$11.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.61KNew |
$860K - $1M
|
4.61K
$1.24M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.61KNew |
$860K - $1M
|
4.61K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.58KNew |
$854K - $995K
|
4.58K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.53K+ 8.76% |
$844K - $983K
|
56.2K
$15.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
4.47K+ 1.44% |
$835K - $972K
|
315K
$84.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.46K+ 40.03% |
$831K - $968K
|
15.6K
$4.19M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.46KNew |
$831K - $968K
|
4.46K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.45KNew |
$831K - $967K
|
4.45K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.39KNew |
$819K - $954K
|
4.39K
$1.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.34K+ 3.49% |
$809K - $942K
|
129K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.32K+ 17.46% |
$806K - $939K
|
29.1K
$7.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
BUY
|
- |
4.32K+ 4.05% |
$806K - $938K
|
111K
$29.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.31KNew |
$805K - $937K
|
4.31K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.31K+ 1.44% |
$804K - $937K
|
304K
$81.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.3K+ 61.7% |
$802K - $934K
|
11.3K
$3.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.22K+ 26.7% |
$788K - $918K
|
20K
$5.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.19KNew |
$782K - $911K
|
4.19K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.18K+ 7.45% |
$780K - $909K
|
60.3K
$16.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.16KNew |
$777K - $905K
|
4.16K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
4.12K+ 8.82% |
$769K - $896K
|
50.9K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.1K+ 18.14% |
$764K - $890K
|
26.7K
$7.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.1K+ 18.14% |
$764K - $890K
|
26.7K
$7.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
4.08K+ 4.25% |
$760K - $886K
|
100K
$26.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.06K+ 87.84% |
$757K - $882K
|
8.68K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.99KNew |
$745K - $868K
|
3.99K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.93K+ 7.1% |
$733K - $854K
|
59.3K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.92K+ 9.08% |
$731K - $851K
|
47.1K
$12.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 12.91% |
$727K - $847K
|
34.1K
$9.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
3.89KNew |
$725K - $844K
|
3.89K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.78K+ 42.29% |
$706K - $822K
|
12.7K
$3.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.74K+ 262.32% |
$697K - $812K
|
5.16K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.71K+ 7.79% |
$693K - $806K
|
51.4K
$13.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.68K+ 88.24% |
$686K - $799K
|
7.84K
$2.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 154.91% |
$680K - $792K
|
6K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.63K+ 2.03% |
$677K - $788K
|
182K
$49M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.6K+ 3.11% |
$671K - $782K
|
119K
$32.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
3.58K+ 53.07% |
$667K - $777K
|
10.3K
$2.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.56K+ 1.19% |
$664K - $773K
|
302K
$81.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.55KNew |
$663K - $772K
|
3.55K
$956K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.49K+ 15.96% |
$652K - $759K
|
25.4K
$6.83M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.49KNew |
$651K - $758K
|
3.49K
$939K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.47K+ 2.28% |
$647K - $753K
|
155K
$41.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.42K+ 11.23% |
$638K - $743K
|
33.9K
$9.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.38K+ 15.67% |
$630K - $734K
|
24.9K
$6.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37K+ 9.92% |
$628K - $732K
|
37.3K
$10M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.32K+ 281.61% |
$620K - $722K
|
4.5K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3.31K+ 73.74% |
$618K - $720K
|
7.81K
$2.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.29K+ 34.46% |
$615K - $716K
|
12.9K
$3.46M
|