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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
34+ 0.67% |
$6.81K - $7.68K
|
5.12K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
32+ 1.36% |
$6.41K - $7.23K
|
2.38K
$630K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
31+ 0.14% |
$6.21K - $7.01K
|
22.6K
$5.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
29+ 0.31% |
$5.81K - $6.55K
|
9.42K
$2.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
28+ 0.18% |
$5.61K - $6.33K
|
15.3K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28+ 2.54% |
$5.61K - $6.33K
|
1.13K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 0.8% |
$5.41K - $6.1K
|
3.4K
$899K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
26+ 1.82% |
$5.21K - $5.88K
|
1.46K
$385K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
26+ 1.28% |
$5.21K - $5.88K
|
2.05K
$542K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
25+ 1.05% |
$5.01K - $5.65K
|
2.42K
$638K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
25+ 0.44% |
$5.01K - $5.65K
|
5.76K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
24+ 50.0% |
$4.8K - $5.42K
|
72
$19K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
23+ 0.34% |
$4.6K - $5.2K
|
6.81K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22+ 1.23% |
$4.4K - $4.97K
|
1.81K
$478K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 0.49% |
$4.4K - $4.97K
|
4.51K
$1.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 0.43% |
$4K - $4.52K
|
4.7K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20+ 0.37% |
$4K - $4.52K
|
5.4K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
20+ 0.56% |
$4K - $4.52K
|
3.58K
$945K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
20+ 0.45% |
$4K - $4.52K
|
4.44K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
20+ 0.16% |
$4K - $4.52K
|
12.2K
$3.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
19+ 0.27% |
$3.8K - $4.29K
|
7.04K
$1.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.14% |
$3.8K - $4.29K
|
13.9K
$3.67M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
19+ 0.07% |
$3.8K - $4.29K
|
26.6K
$7.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
18+ 0.62% |
$3.6K - $4.07K
|
2.94K
$778K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
18New |
$3.6K - $4.07K
|
18
$4.76K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
17+ 0.53% |
$3.4K - $3.84K
|
3.2K
$846K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
16+ 0.71% |
$3.2K - $3.62K
|
2.27K
$601K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.22% |
$3.2K - $3.62K
|
7.33K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15+ 0.38% |
$3K - $3.39K
|
3.98K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15+ 0.38% |
$3K - $3.39K
|
3.96K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
15+ 0.25% |
$3K - $3.39K
|
6.02K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14+ 0.06% |
$2.8K - $3.16K
|
25.4K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
14+ 0.4% |
$2.8K - $3.16K
|
3.54K
$935K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
13+ 3.86% |
$2.6K - $2.94K
|
350
$92.5K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
13New |
$2.6K - $2.94K
|
13
$3.44K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12+ 30.77% |
$2.4K - $2.71K
|
51
$13.5K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12+ 0.88% |
$2.4K - $2.71K
|
1.38K
$364K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12+ 0.27% |
$2.4K - $2.71K
|
4.44K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
11+ 0.4% |
$2.2K - $2.49K
|
2.78K
$734K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.37% |
$2.2K - $2.49K
|
3.02K
$797K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
10+ 0.6% |
$2K - $2.26K
|
1.67K
$441K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9+ 0.43% |
$1.8K - $2.03K
|
2.08K
$549K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
9+ 0.38% |
$1.8K - $2.03K
|
2.36K
$624K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
9+ 1.68% |
$1.8K - $2.03K
|
544
$144K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
8+ 0.42% |
$1.6K - $1.81K
|
1.91K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8+ 0.03% |
$1.6K - $1.81K
|
30K
$7.93M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8+ 0.76% |
$1.6K - $1.81K
|
1.07K
$281K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.14% |
$1.4K - $1.58K
|
5.15K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7+ 0.14% |
$1.4K - $1.58K
|
5.14K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7+ 0.39% |
$1.4K - $1.58K
|
1.79K
$473K
|