Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2023. 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 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
806KNew |
$161M - $182M
|
806K
$221M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
421K+ 2921.62% |
$84.3M - $95.1M
|
435K
$119M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
411K+ 101714.36% |
$82.3M - $92.9M
|
411K
$113M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
411K+ 101714.36% |
$82.3M - $92.9M
|
411K
$113M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
394K+ 1394.35% |
$78.8M - $88.9M
|
422K
$115M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
165K+ 50.33% |
$33M - $37.2M
|
492K
$135M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
150K+ 4.48% |
$30.1M - $34M
|
3.51M
$960M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 6.03% |
$25M - $28.2M
|
2.2M
$601M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
125K+ 74.8% |
$25M - $28.2M
|
291K
$79.7M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
117K+ 41.72% |
$23.5M - $26.5M
|
398K
$109M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 11.33% |
$22.6M - $25.5M
|
1.11M
$303M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
100K+ 62.07% |
$20M - $22.6M
|
261K
$71.5M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
92.1KNew |
$18.4M - $20.8M
|
92.1K
$25.2M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
87.4K+ 9.76% |
$17.5M - $19.8M
|
983K
$269M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.5K+ 6.78% |
$17.3M - $19.5M
|
1.36M
$372M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
71.1K+ 39.56% |
$14.2M - $16.1M
|
251K
$68.6M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
69.7KNew |
$13.9M - $15.7M
|
69.7K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.2K+ 9.67% |
$13.9M - $15.6M
|
785K
$215M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
69.1K+ 71.78% |
$13.8M - $15.6M
|
165K
$45.2M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.8K+ 1.16% |
$13.8M - $15.5M
|
5.99M
$1.64B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
57.5K+ 10523.26% |
$11.5M - $13M
|
58K
$15.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
55.5K+ 15.26% |
$11.1M - $12.5M
|
419K
$115M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
55.3K+ 8.81% |
$11.1M - $12.5M
|
683K
$187M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.3K+ 2.38% |
$10.9M - $12.3M
|
2.33M
$639M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52K+ 1.6% |
$10.4M - $11.7M
|
3.29M
$901M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
51.2K+ 8.62% |
$10.3M - $11.6M
|
645K
$177M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
50.4KNew |
$10.1M - $11.4M
|
50.4K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
50KNew |
$10M - $11.3M
|
50K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
44.9KNew |
$8.99M - $10.1M
|
44.9K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
42.1KNew |
$8.42M - $9.51M
|
42.1K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
40.8K+ 10.57% |
$8.17M - $9.22M
|
427K
$117M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
39.1K+ 913.77% |
$7.83M - $8.83M
|
43.4K
$11.9M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
38.6K+ 74.97% |
$7.73M - $8.72M
|
90.1K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.3K+ 19.19% |
$7.46M - $8.42M
|
231K
$63.3M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.8K+ 386.77% |
$6.77M - $7.64M
|
42.6K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
33.5K+ 12.53% |
$6.71M - $7.57M
|
301K
$82.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.8K+ 17.43% |
$6.37M - $7.19M
|
214K
$58.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.4K+ 17.08% |
$6.08M - $6.86M
|
208K
$56.9M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30K+ 5.77% |
$6.01M - $6.79M
|
550K
$151M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 968.47% |
$5.76M - $6.5M
|
31.7K
$8.68M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24.2KNew |
$4.84M - $5.47M
|
24.2K
$6.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
23.8K+ 1798.64% |
$4.77M - $5.39M
|
25.2K
$6.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23.2K+ 138.41% |
$4.65M - $5.25M
|
40K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23K+ 59.55% |
$4.61M - $5.2M
|
61.7K
$16.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
22.8KNew |
$4.56M - $5.15M
|
22.8K
$6.23M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.4K+ 8.1% |
$4.29M - $4.84M
|
286K
$78.3M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
20.9K+ 6.56% |
$4.18M - $4.72M
|
339K
$92.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.8K+ 9.63% |
$4.17M - $4.7M
|
237K
$64.8M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20.5K+ 141.26% |
$4.1M - $4.63M
|
35K
$9.57M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.8K+ 131.04% |
$3.97M - $4.48M
|
34.9K
$9.55M
|