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 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.24KNew |
$604K - $704K
|
3.24K
$871K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
3.2K+ 31.5% |
$597K - $695K
|
13.4K
$3.59M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.19K+ 5.78% |
$595K - $693K
|
58.4K
$15.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.16K+ 11.64% |
$590K - $687K
|
30.3K
$8.16M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.16K+ 35.09% |
$589K - $686K
|
12.2K
$3.27M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.1K+ 1.66% |
$578K - $673K
|
190K
$51.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.06KNew |
$571K - $665K
|
3.06K
$823K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.05K+ 7.52% |
$569K - $663K
|
43.6K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
3K+ 18.01% |
$559K - $651K
|
19.6K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.99K+ 4.58% |
$558K - $650K
|
68.2K
$18.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
2.96K+ 6.34% |
$553K - $644K
|
49.7K
$13.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.94KNew |
$549K - $639K
|
2.94K
$791K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.94K+ 6.2% |
$548K - $638K
|
50.3K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.92K+ 3.07% |
$546K - $635K
|
98.1K
$26.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.89K+ 256.26% |
$539K - $627K
|
4.02K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.83K+ 117.8% |
$528K - $615K
|
5.24K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
2.83KNew |
$527K - $614K
|
2.83K
$760K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.82K+ 7.94% |
$526K - $613K
|
38.3K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.77K+ 4.5% |
$516K - $601K
|
64.2K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.72K+ 3.01% |
$508K - $591K
|
93.2K
$25.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.71K+ 58.3% |
$506K - $589K
|
7.36K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.7K+ 56.86% |
$503K - $586K
|
7.44K
$2M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
2.69K+ 3.48% |
$502K - $585K
|
80K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.69KNew |
$502K - $585K
|
2.69K
$724K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
2.69KNew |
$501K - $584K
|
2.69K
$723K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$500K - $582K
|
2.68K
$721K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
2.63K+ 195.68% |
$490K - $571K
|
3.97K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.61KNew |
$487K - $567K
|
2.61K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.6K+ 10.63% |
$485K - $565K
|
27.1K
$7.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.57K+ 59.61% |
$480K - $559K
|
6.89K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.56KNew |
$478K - $557K
|
2.56K
$689K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.5KNew |
$467K - $544K
|
2.5K
$673K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.5K+ 11.0% |
$467K - $543K
|
25.2K
$6.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$466K - $542K
|
2.5K
$672K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.49KNew |
$465K - $541K
|
2.49K
$670K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.49KNew |
$465K - $541K
|
2.49K
$670K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.49K+ 4.16% |
$464K - $540K
|
62.2K
$16.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.47KNew |
$461K - $537K
|
2.47K
$665K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.47KNew |
$461K - $537K
|
2.47K
$665K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.47K+ 11.89% |
$460K - $536K
|
23.2K
$6.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.44KNew |
$454K - $529K
|
2.44K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.41K+ 5.49% |
$450K - $524K
|
46.3K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.38KNew |
$443K - $516K
|
2.38K
$640K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.37K+ 13.78% |
$443K - $516K
|
19.6K
$5.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.35K+ 4.9% |
$438K - $510K
|
50.3K
$13.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.31K+ 36.04% |
$432K - $503K
|
8.73K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.31K+ 2.49% |
$431K - $502K
|
95.1K
$25.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.3K+ 18.3% |
$430K - $501K
|
14.9K
$4.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.25K+ 26.52% |
$419K - $488K
|
10.7K
$2.89M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.24K+ 4.9% |
$419K - $488K
|
48.1K
$12.9M
|