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 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.23K+ 5.43% |
$417K - $485K
|
43.4K
$11.7M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.23KNew |
$417K - $485K
|
2.23K
$601K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.22K+ 8.5% |
$415K - $483K
|
28.4K
$7.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.22KNew |
$413K - $481K
|
2.22K
$596K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.22KNew |
$413K - $481K
|
2.22K
$596K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.21K+ 3.36% |
$413K - $481K
|
68.1K
$18.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.21KNew |
$413K - $481K
|
2.21K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.19K+ 9.47% |
$409K - $476K
|
25.3K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
2.18KNew |
$406K - $473K
|
2.18K
$585K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
2.14K+ 31.3% |
$399K - $464K
|
8.97K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.13KNew |
$396K - $462K
|
2.13K
$572K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.12KNew |
$396K - $461K
|
2.12K
$571K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.12K+ 4.23% |
$396K - $461K
|
52.2K
$14M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.11KNew |
$394K - $459K
|
2.11K
$569K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.11KNew |
$394K - $458K
|
2.11K
$568K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2.09KNew |
$389K - $453K
|
2.09K
$562K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.09K+ 4.25% |
$389K - $453K
|
51.2K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.08KNew |
$387K - $451K
|
2.08K
$559K
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.08KNew |
$387K - $451K
|
2.08K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.07KNew |
$386K - $450K
|
2.07K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.06K+ 7.99% |
$384K - $447K
|
27.8K
$7.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.05KNew |
$382K - $445K
|
2.05K
$551K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
2.03K+ 21.28% |
$378K - $440K
|
11.5K
$3.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.99KNew |
$372K - $433K
|
1.99K
$536K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.99K+ 1.36% |
$371K - $432K
|
148K
$39.9M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.97K+ 22.49% |
$368K - $428K
|
10.7K
$2.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 11.26% |
$365K - $426K
|
19.4K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.95K+ 5.61% |
$364K - $424K
|
36.7K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.94KNew |
$362K - $422K
|
1.94K
$523K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.94K+ 143.42% |
$362K - $421K
|
3.29K
$885K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93KNew |
$360K - $420K
|
1.93K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.92K+ 0.89% |
$358K - $417K
|
217K
$58.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.91K+ 38.19% |
$356K - $414K
|
6.9K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.9K+ 11.87% |
$355K - $413K
|
17.9K
$4.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.88K+ 3.02% |
$350K - $408K
|
64.1K
$17.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.86KNew |
$347K - $405K
|
1.86K
$501K
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.85KNew |
$345K - $401K
|
1.85K
$497K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.85KNew |
$345K - $401K
|
1.85K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.85K+ 58.61% |
$344K - $401K
|
4.99K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.82KNew |
$340K - $396K
|
1.82K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.8K+ 8.2% |
$337K - $392K
|
23.8K
$6.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.79K+ 338.75% |
$334K - $389K
|
2.32K
$624K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.79K+ 2.49% |
$334K - $389K
|
73.8K
$19.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.79K+ 15.86% |
$333K - $388K
|
13K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.78K+ 1.75% |
$333K - $387K
|
104K
$27.9M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.78KNew |
$332K - $387K
|
1.78K
$479K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.75K+ 5.12% |
$327K - $380K
|
35.9K
$9.67M
|
|
|
Feb 06, 2023
Q4 2022
|
True Wealth Financial Partners
|
BUY
|
- |
1.75K+ 3.69% |
$326K - $380K
|
49.1K
$13.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.74KNew |
$324K - $377K
|
1.74K
$467K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.73KNew |
$323K - $376K
|
1.73K
$466K
|