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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.56K- 5.46% |
$713K - $805K
|
61.7K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.63K- 25.32% |
$726K - $819K
|
10.7K
$2.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.66K- 1.27% |
$733K - $827K
|
285K
$75.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.71K- 11.93% |
$742K - $838K
|
27.4K
$7.23M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.72K- 3.84% |
$745K - $841K
|
93.1K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.76K- 24.19% |
$753K - $850K
|
11.8K
$3.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-3.89K- 3.88% |
$778K - $878K
|
96.3K
$25.5M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.02K- 55.99% |
$804K - $907K
|
3.16K
$834K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.03K- 11.11% |
$807K - $911K
|
32.3K
$8.53M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-4.07K- 94.34% |
$815K - $920K
|
244
$64.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.09K- 6.27% |
$819K - $925K
|
61.2K
$16.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.26K- 4.03% |
$853K - $963K
|
102K
$26.8M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.33K- 50.62% |
$867K - $979K
|
4.23K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.36K- 0.81% |
$873K - $985K
|
532K
$140M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.59K- 4.28% |
$918K - $1.04M
|
102K
$27.1M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.64K- 7.41% |
$929K - $1.05M
|
57.9K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4.64K- 73.4% |
$929K - $1.05M
|
1.68K
$444K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.74K- 13.17% |
$948K - $1.07M
|
31.2K
$8.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.79K- 8.05% |
$958K - $1.08M
|
54.7K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.99K- 55.6% |
$999K - $1.13M
|
3.98K
$1.05M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.04K- 75.25% |
$1.01M - $1.14M
|
1.66K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.31K- 21.27% |
$1.06M - $1.2M
|
19.7K
$5.19M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5.44K- 3.51% |
$1.09M - $1.23M
|
149K
$39.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.54K- 13.21% |
$1.11M - $1.25M
|
36.4K
$9.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5.74K- 40.49% |
$1.15M - $1.3M
|
8.44K
$2.23M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 47.8% |
$1.15M - $1.3M
|
6.27K
$1.66M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.74K- 47.8% |
$1.15M - $1.3M
|
6.27K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.87K- 22.61% |
$1.17M - $1.33M
|
20.1K
$5.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.42K- 13.9% |
$1.28M - $1.45M
|
39.7K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.45K- 2.57% |
$1.29M - $1.46M
|
244K
$64.6M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.64K- 76.11% |
$1.33M - $1.5M
|
2.08K
$551K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.78K- 3.55% |
$1.36M - $1.53M
|
184K
$48.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.87K- 0.4% |
$1.38M - $1.55M
|
1.72M
$455M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.93K- 52.46% |
$1.39M - $1.57M
|
6.28K
$1.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-7K- 75.26% |
$1.4M - $1.58M
|
2.3K
$608K
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-7.09K- 39.19% |
$1.42M - $1.6M
|
11K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.2K- 1.33% |
$1.44M - $1.63M
|
533K
$141M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7.21K- 11.89% |
$1.44M - $1.63M
|
53.4K
$14.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.24K- 19.52% |
$1.45M - $1.64M
|
29.8K
$7.89M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-7.24K- 19.86% |
$1.45M - $1.64M
|
29.2K
$7.72M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.37K- 7.26% |
$1.48M - $1.67M
|
94.2K
$24.9M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.62K- 47.59% |
$1.73M - $1.95M
|
9.49K
$2.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-8.94K- 64.2% |
$1.79M - $2.02M
|
4.98K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.62K- 97.85% |
$1.93M - $2.17M
|
211
$55.8K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-9.74K- 20.37% |
$1.95M - $2.2M
|
38.1K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.82K- 14.38% |
$1.96M - $2.22M
|
58.4K
$15.4M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.82K- 33.79% |
$1.97M - $2.22M
|
19.2K
$5.09M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-10K- 8.6% |
$2.01M - $2.27M
|
107K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2K- 4.75% |
$2.04M - $2.3M
|
204K
$53.9M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.5K- 4.85% |
$2.11M - $2.38M
|
206K
$54.5M
|