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 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-359- 1.76% |
$71.9K - $81.1K
|
20K
$5.47M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-363- 13.95% |
$72.7K - $82K
|
2.24K
$613K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-363- 27.67% |
$72.7K - $82K
|
949
$260K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-363- 7.88% |
$72.7K - $82K
|
4.24K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-363- 9.17% |
$72.7K - $82K
|
3.6K
$983K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-365- 11.02% |
$73.1K - $82.5K
|
2.95K
$806K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-369- 0.81% |
$73.9K - $83.4K
|
45.2K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-372- 6.25% |
$74.5K - $84.1K
|
5.58K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-373- 1.47% |
$74.7K - $84.3K
|
25K
$6.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-374- 3.21% |
$74.9K - $84.5K
|
11.3K
$3.09M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-377Closed |
$75.5K - $85.2K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-385- 1.45% |
$77.1K - $87K
|
26.1K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-385- 2.98% |
$77.1K - $87K
|
12.5K
$3.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-389- 14.46% |
$77.9K - $87.9K
|
2.3K
$629K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-396- 21.31% |
$79.3K - $89.5K
|
1.46K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-406- 1.19% |
$81.3K - $91.7K
|
33.6K
$9.18M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-410- 2.5% |
$82.1K - $92.7K
|
16K
$4.37M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-411- 2.41% |
$82.3K - $92.9K
|
16.7K
$4.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-413- 11.64% |
$82.7K - $93.3K
|
3.14K
$858K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-414- 7.69% |
$82.9K - $93.6K
|
4.97K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-415- 26.88% |
$83.1K - $93.8K
|
1.13K
$309K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-415- 30.29% |
$83.1K - $93.8K
|
955
$261K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-416- 1.47% |
$83.3K - $94K
|
27.9K
$7.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-418- 1.23% |
$83.7K - $94.5K
|
33.7K
$9.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-420- 15.53% |
$84.1K - $94.9K
|
2.29K
$625K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-421- 4.76% |
$84.3K - $95.1K
|
8.43K
$2.31M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-425- 1.99% |
$85.1K - $96K
|
20.9K
$5.72M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-426- 5.97% |
$85.3K - $96.3K
|
6.71K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-426- 5.54% |
$85.3K - $96.3K
|
7.26K
$1.99M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-441- 0.63% |
$88.3K - $99.7K
|
69.1K
$18.9M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-443- 3.59% |
$88.7K - $100K
|
11.9K
$3.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-448- 27.04% |
$89.7K - $101K
|
1.21K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-455- 7.02% |
$91.1K - $103K
|
6.02K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-460- 10.71% |
$92.1K - $104K
|
3.83K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-476- 2.46% |
$95.3K - $108K
|
18.9K
$5.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-489- 5.13% |
$97.9K - $111K
|
9.04K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-492- 1.17% |
$98.5K - $111K
|
41.4K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-494- 1.03% |
$98.9K - $112K
|
47.6K
$13M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-496- 23.54% |
$99.3K - $112K
|
1.61K
$441K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-500- 3.76% |
$100K - $113K
|
12.8K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-504- 15.07% |
$101K - $114K
|
2.84K
$777K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-506- 1.01% |
$101K - $114K
|
49.8K
$13.6M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-507- 6.28% |
$102K - $115K
|
7.57K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-519- 26.77% |
$104K - $117K
|
1.42K
$388K
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-520- 1.24% |
$104K - $118K
|
41.4K
$11.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-527- 12.31% |
$106K - $119K
|
3.75K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-527- 1.4% |
$106K - $119K
|
37.1K
$10.1M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-527- 4.31% |
$106K - $119K
|
11.7K
$3.2M
|
|
|
May 08, 2023
Q1 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-529- 8.32% |
$106K - $120K
|
5.83K
$1.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-536- 3.06% |
$107K - $121K
|
17K
$4.64M
|