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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.73K+ 13.68% |
$323K - $376K
|
14.4K
$3.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.72KNew |
$321K - $373K
|
1.72K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.72K+ 24.44% |
$320K - $373K
|
8.74K
$2.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.72K+ 26.3% |
$320K - $373K
|
8.24K
$2.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.71K+ 0.81% |
$318K - $370K
|
213K
$57.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.7K+ 3.82% |
$317K - $369K
|
46.2K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.69K+ 0.54% |
$316K - $368K
|
314K
$84.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67K+ 5.75% |
$312K - $363K
|
30.7K
$8.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.67KNew |
$311K - $362K
|
1.67K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.65KNew |
$309K - $359K
|
1.65K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.65K+ 30.64% |
$308K - $358K
|
7.03K
$1.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.65K+ 5.29% |
$307K - $357K
|
32.7K
$8.8M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.65K+ 1.01% |
$307K - $357K
|
164K
$44.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.64KNew |
$307K - $357K
|
1.64K
$442K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.64K+ 64.71% |
$306K - $356K
|
4.17K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.62KNew |
$302K - $352K
|
1.62K
$435K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.61KNew |
$301K - $350K
|
1.61K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.61K+ 3.64% |
$299K - $349K
|
45.7K
$12.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.58K+ 9.16% |
$295K - $343K
|
18.8K
$5.07M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
1.58K+ 3.39% |
$294K - $342K
|
48.1K
$12.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.56K+ 3.3% |
$291K - $339K
|
48.9K
$13.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.56K+ 11.27% |
$291K - $339K
|
15.4K
$4.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.54KNew |
$288K - $335K
|
1.54K
$415K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
1.52KNew |
$284K - $331K
|
1.52K
$410K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.52K+ 50.4% |
$284K - $330K
|
4.54K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.51KNew |
$282K - $329K
|
1.51K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.51KNew |
$282K - $328K
|
1.51K
$407K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.48K+ 20.41% |
$277K - $322K
|
8.75K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.45K+ 26.2% |
$271K - $315K
|
6.99K
$1.88M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45KNew |
$270K - $314K
|
1.45K
$389K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$267K - $311K
|
1.43K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
1.42KNew |
$265K - $309K
|
1.42K
$382K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 24.56% |
$263K - $307K
|
7.16K
$1.93M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.41K+ 28.61% |
$263K - $307K
|
6.35K
$1.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
1.4K+ 19.62% |
$260K - $303K
|
8.51K
$2.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.4K+ 101.6% |
$260K - $303K
|
2.77K
$745K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.39K+ 8.91% |
$259K - $302K
|
17K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.39KNew |
$259K - $301K
|
1.39K
$373K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.38KNew |
$258K - $301K
|
1.38K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.38K+ 3.84% |
$258K - $300K
|
37.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$256K - $299K
|
1.37K
$370K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 143.91% |
$256K - $298K
|
2.32K
$625K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.37KNew |
$256K - $298K
|
1.37K
$369K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
1.37K+ 1.59% |
$255K - $297K
|
87.4K
$23.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.36K+ 3.64% |
$254K - $296K
|
38.7K
$10.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
1.35K+ 4.65% |
$252K - $294K
|
30.5K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.35K+ 3.22% |
$251K - $293K
|
43.1K
$11.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.34K+ 14.56% |
$251K - $292K
|
10.6K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.34KNew |
$250K - $291K
|
1.34K
$361K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
1.33KNew |
$247K - $288K
|
1.33K
$357K
|