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 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-546- 3.82% |
$109K - $123K
|
13.8K
$3.64M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-550- 31.27% |
$110K - $124K
|
1.21K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-556- 17.31% |
$111K - $126K
|
2.66K
$702K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-561- 58.87% |
$112K - $127K
|
392
$104K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-571- 4.96% |
$114K - $129K
|
10.9K
$2.89M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-571- 2.4% |
$114K - $129K
|
23.2K
$6.13M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-573- 11.18% |
$115K - $129K
|
4.55K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-574- 10.43% |
$115K - $130K
|
4.93K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-577- 1.89% |
$116K - $130K
|
29.9K
$7.9M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-583- 4.6% |
$117K - $132K
|
12.1K
$3.19M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-585- 5.14% |
$117K - $132K
|
10.8K
$2.85M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-586- 89.33% |
$117K - $132K
|
70
$18.5K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-587- 5.64% |
$118K - $133K
|
9.82K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-594- 3.06% |
$119K - $134K
|
18.8K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-595- 29.72% |
$119K - $134K
|
1.41K
$372K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-599- 3.79% |
$120K - $135K
|
15.2K
$4.02M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-610- 1.84% |
$122K - $138K
|
32.6K
$8.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-612- 0.37% |
$123K - $138K
|
164K
$43.4M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-618- 13.31% |
$124K - $140K
|
4.03K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-621- 7.27% |
$124K - $140K
|
7.92K
$2.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-627- 3.75% |
$126K - $142K
|
16.1K
$4.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-636- 2.65% |
$127K - $144K
|
23.4K
$6.18M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-636- 2.65% |
$127K - $144K
|
23.4K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-638- 5.84% |
$128K - $144K
|
10.3K
$2.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-642- 3.16% |
$129K - $145K
|
19.7K
$5.19M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-644- 0.87% |
$129K - $146K
|
73K
$19.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-650- 7.13% |
$130K - $147K
|
8.46K
$2.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-653- 0.96% |
$131K - $148K
|
67.4K
$17.8M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-655- 4.95% |
$131K - $148K
|
12.6K
$3.32M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-662- 9.24% |
$133K - $150K
|
6.5K
$1.72M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-665- 9.29% |
$133K - $150K
|
6.5K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-670- 5.36% |
$134K - $151K
|
11.8K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-676- 3.41% |
$135K - $153K
|
19.2K
$5.06M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-676- 3.41% |
$135K - $153K
|
19.2K
$5.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-691- 12.45% |
$138K - $156K
|
4.86K
$1.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-692- 5.0% |
$139K - $156K
|
13.2K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-696- 52.17% |
$139K - $157K
|
638
$169K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-699- 5.7% |
$140K - $158K
|
11.6K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-699- 6.42% |
$140K - $158K
|
10.2K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-700- 10.02% |
$140K - $158K
|
6.29K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-704- 2.52% |
$141K - $159K
|
27.2K
$7.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-709- 1.3% |
$142K - $160K
|
54K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-727- 4.66% |
$146K - $164K
|
14.9K
$3.93M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-729- 13.92% |
$146K - $165K
|
4.51K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-730- 9.55% |
$146K - $165K
|
6.91K
$1.83M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-739- 14.34% |
$148K - $167K
|
4.41K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-749- 1.89% |
$150K - $169K
|
38.9K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-754- 45.12% |
$151K - $170K
|
917
$242K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-756- 17.22% |
$151K - $171K
|
3.64K
$961K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-764- 3.79% |
$153K - $173K
|
19.4K
$5.13M
|