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
|
Gsb Wealth Management, LLC
|
BUY
|
- |
79+ 4.38% |
$15.8K - $17.9K
|
1.88K
$497K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
76+ 0.46% |
$15.2K - $17.2K
|
16.8K
$4.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
75+ 4.19% |
$15K - $16.9K
|
1.87K
$493K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
74+ 0.36% |
$14.8K - $16.7K
|
20.6K
$5.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
73+ 0.32% |
$14.6K - $16.5K
|
22.7K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72+ 1440.0% |
$14.4K - $16.3K
|
77
$20.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
69+ 3.48% |
$13.8K - $15.6K
|
2.05K
$542K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
68+ 24.91% |
$13.6K - $15.4K
|
341
$90.1K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
66+ 2.81% |
$13.2K - $14.9K
|
2.42K
$639K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
66+ 2.81% |
$13.2K - $14.9K
|
2.42K
$639K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
65+ 2.76% |
$13K - $14.7K
|
2.42K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
65+ 0.24% |
$13K - $14.7K
|
26.9K
$7.1M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
65+ 3.48% |
$13K - $14.7K
|
1.93K
$510K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
63+ 0.37% |
$12.6K - $14.2K
|
17.1K
$4.53M
|
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
BUY
|
- |
62+ 0.13% |
$12.4K - $14K
|
48.4K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
61+ 4.09% |
$12.2K - $13.8K
|
1.55K
$410K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
60+ 2.71% |
$12K - $13.6K
|
2.28K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
58+ 3.97% |
$11.6K - $13.1K
|
1.52K
$401K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
56+ 86.15% |
$11.2K - $12.7K
|
121
$32K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
55+ 1.5% |
$11K - $12.4K
|
3.72K
$982K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
55+ 4.91% |
$11K - $12.4K
|
1.18K
$311K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
55+ 0.51% |
$11K - $12.4K
|
10.8K
$2.85M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
54+ 1.56% |
$10.8K - $12.2K
|
3.51K
$928K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
53+ 0.68% |
$10.6K - $12K
|
7.79K
$2.06M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
51+ 2.18% |
$10.2K - $11.5K
|
2.4K
$633K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
50New |
$10K - $11.3K
|
50
$13.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
50New |
$10K - $11.3K
|
50
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
50+ 1.28% |
$10K - $11.3K
|
3.95K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 6.24% |
$10K - $11.3K
|
851
$225K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
49+ 7.45% |
$9.81K - $11.1K
|
707
$187K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
48+ 1.82% |
$9.61K - $10.8K
|
2.69K
$711K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
48+ 0.36% |
$9.61K - $10.8K
|
13.4K
$3.54M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48+ 4.78% |
$9.61K - $10.8K
|
1.05K
$278K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
47+ 0.29% |
$9.41K - $10.6K
|
16.1K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
47New |
$9.41K - $10.6K
|
47
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
45+ 3.96% |
$9.01K - $10.2K
|
1.18K
$312K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
43+ 537.5% |
$8.61K - $9.72K
|
51
$13.5K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
42+ 0.15% |
$8.41K - $9.49K
|
27.3K
$7.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
41+ 0.08% |
$8.21K - $9.27K
|
48.7K
$12.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
40+ 1.93% |
$8.01K - $9.04K
|
2.12K
$559K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
39+ 1.62% |
$7.81K - $8.81K
|
2.44K
$645K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
38+ 0.33% |
$7.61K - $8.59K
|
11.5K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38+ 5.71% |
$7.61K - $8.59K
|
703
$186K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
37+ 0.43% |
$7.41K - $8.36K
|
8.55K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 4.66% |
$7.41K - $8.36K
|
831
$220K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
35+ 0.28% |
$7.01K - $7.91K
|
12.4K
$3.28M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.29% |
$7.01K - $7.91K
|
12.1K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
35+ 0.59% |
$7.01K - $7.91K
|
5.98K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
34+ 1.96% |
$6.81K - $7.68K
|
1.77K
$467K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34+ 0.16% |
$6.81K - $7.68K
|
21.6K
$5.72M
|