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 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.22K+ 3.74% |
$1.65M - $1.86M
|
228K
$60.4M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.09K+ 47.7% |
$1.62M - $1.83M
|
25.1K
$6.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.02K+ 10.92% |
$1.6M - $1.81M
|
81.4K
$21.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.77K+ 17.01% |
$1.56M - $1.76M
|
53.4K
$14.1M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
7.66K+ 5.62% |
$1.53M - $1.73M
|
144K
$38.1M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
7.62K+ 191.77% |
$1.52M - $1.72M
|
11.6K
$3.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
7.57K+ 269.25% |
$1.51M - $1.71M
|
10.4K
$2.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7.29K+ 13.97% |
$1.46M - $1.65M
|
59.4K
$15.7M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.27K+ 2.44% |
$1.46M - $1.64M
|
305K
$80.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.26K+ 7.7% |
$1.45M - $1.64M
|
102K
$26.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.96KNew |
$1.39M - $1.57M
|
6.96K
$1.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
6.96K+ 2.9% |
$1.39M - $1.57M
|
247K
$65.3M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.94K+ 2.21% |
$1.39M - $1.57M
|
320K
$84.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.84K+ 98.79% |
$1.37M - $1.55M
|
13.8K
$3.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.81K+ 15.47% |
$1.36M - $1.54M
|
50.8K
$13.4M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
6.73K+ 43.59% |
$1.35M - $1.52M
|
22.2K
$5.86M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.58K+ 24.66% |
$1.32M - $1.49M
|
33.3K
$8.79M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.48K+ 9.82% |
$1.3M - $1.46M
|
72.4K
$19.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.33K+ 2.98% |
$1.27M - $1.43M
|
219K
$57.9M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
6.32K+ 22.7% |
$1.27M - $1.43M
|
34.2K
$9.03M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.26K+ 6.29% |
$1.25M - $1.41M
|
106K
$27.9M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.16K+ 29.35% |
$1.23M - $1.39M
|
27.2K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.12K+ 3.22% |
$1.23M - $1.38M
|
196K
$51.8M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
6.08K+ 187.74% |
$1.22M - $1.37M
|
9.32K
$2.46M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.01K+ 16.09% |
$1.2M - $1.36M
|
43.3K
$11.5M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.91K+ 140.91% |
$1.18M - $1.33M
|
10.1K
$2.67M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
5.89K+ 7.37% |
$1.18M - $1.33M
|
85.9K
$22.7M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.86KNew |
$1.17M - $1.32M
|
5.86K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
5.84K+ 41.78% |
$1.17M - $1.32M
|
19.8K
$5.24M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.58K+ 115.86% |
$1.12M - $1.26M
|
10.4K
$2.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.52K+ 18.09% |
$1.11M - $1.25M
|
36K
$9.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.5KNew |
$1.1M - $1.24M
|
5.5K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
5.45K+ 1492.05% |
$1.09M - $1.23M
|
5.81K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.44K+ 31.37% |
$1.09M - $1.23M
|
22.8K
$6.02M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.23K+ 5.89% |
$1.05M - $1.18M
|
94.1K
$24.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.19K+ 234.51% |
$1.04M - $1.17M
|
7.41K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
5.18K+ 67.66% |
$1.04M - $1.17M
|
12.8K
$3.39M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.02K+ 8.32% |
$1.01M - $1.14M
|
65.4K
$17.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.88K+ 1.91% |
$977K - $1.1M
|
261K
$69M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.86K+ 12.02% |
$973K - $1.1M
|
45.3K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.75K+ 1.75% |
$951K - $1.07M
|
276K
$72.9M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4.68K+ 3.16% |
$938K - $1.06M
|
153K
$40.5M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.68K+ 18.53% |
$936K - $1.06M
|
29.9K
$7.91M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.64K+ 182.77% |
$928K - $1.05M
|
7.17K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.59K+ 1.51% |
$919K - $1.04M
|
309K
$81.6M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.48K+ 4.71% |
$897K - $1.01M
|
99.6K
$26.3M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.48KNew |
$896K - $1.01M
|
4.48K
$1.18M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.44K+ 114.57% |
$889K - $1M
|
8.32K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.43K+ 1.58% |
$886K - $1M
|
285K
$75.4M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.42K+ 166.99% |
$885K - $999K
|
7.07K
$1.87M
|