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 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 4.69% |
$383K - $433K
|
42.7K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.91K+ 4.9% |
$383K - $432K
|
40.9K
$10.8M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.9K+ 1.52% |
$381K - $430K
|
127K
$33.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
1.9K+ 18.38% |
$380K - $428K
|
12.2K
$3.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.88K+ 2.49% |
$377K - $426K
|
77.6K
$20.5M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.88K+ 9.53% |
$377K - $426K
|
21.6K
$5.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
1.88K+ 20.93% |
$376K - $424K
|
10.8K
$2.87M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.88K+ 3.45% |
$375K - $424K
|
56.2K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.84K+ 1.72% |
$369K - $416K
|
109K
$28.8M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.84KNew |
$369K - $416K
|
1.84K
$487K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.83K+ 58.94% |
$366K - $414K
|
4.94K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.83KNew |
$366K - $413K
|
1.83K
$483K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 54.93% |
$363K - $409K
|
5.11K
$1.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.81K+ 8.18% |
$362K - $409K
|
23.9K
$6.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.81K+ 3.59% |
$362K - $409K
|
52.1K
$13.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.79K+ 44.51% |
$358K - $404K
|
5.8K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$356K - $402K
|
1.78K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.78K+ 7.87% |
$356K - $402K
|
24.4K
$6.44M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.78K+ 20.48% |
$356K - $402K
|
10.5K
$2.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.78KNew |
$356K - $402K
|
1.78K
$470K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.77K+ 1.44% |
$354K - $400K
|
124K
$32.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.73K+ 49.96% |
$347K - $392K
|
5.2K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.72KNew |
$344K - $388K
|
1.72K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.71K+ 60.6% |
$343K - $387K
|
4.54K
$1.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$343K - $387K
|
1.71K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.7K+ 6.31% |
$341K - $385K
|
28.7K
$7.57M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.69K+ 3.93% |
$339K - $382K
|
44.7K
$11.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.68K+ 12.85% |
$335K - $379K
|
14.7K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.67K+ 40.91% |
$333K - $376K
|
5.74K
$1.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.66K+ 1.45% |
$331K - $374K
|
116K
$30.6M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.63K+ 22.71% |
$326K - $367K
|
8.79K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.63K+ 16.6% |
$326K - $367K
|
11.4K
$3.02M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.62K+ 4.54% |
$324K - $366K
|
37.2K
$9.84M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.61K+ 21.69% |
$322K - $363K
|
9.02K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 14.08% |
$320K - $361K
|
12.9K
$3.42M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.55K+ 5.32% |
$310K - $350K
|
30.6K
$8.1M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
1.53K+ 7.79% |
$306K - $346K
|
21.2K
$5.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.51K+ 153.05% |
$302K - $340K
|
2.49K
$658K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.51KNew |
$301K - $340K
|
1.51K
$398K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 8.93% |
$298K - $337K
|
18.2K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.49KNew |
$298K - $337K
|
1.49K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.48K+ 1.91% |
$296K - $334K
|
79K
$20.9M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.48K+ 61.21% |
$296K - $334K
|
3.89K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.46K+ 41.56% |
$293K - $330K
|
4.98K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.45K+ 123.47% |
$291K - $328K
|
2.63K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.45K+ 3.52% |
$289K - $327K
|
42.6K
$11.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.43K+ 19.29% |
$287K - $324K
|
8.86K
$2.34M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.43K+ 80.29% |
$286K - $323K
|
3.21K
$849K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.43K+ 7.92% |
$285K - $322K
|
19.4K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.43KNew |
$285K - $322K
|
1.43K
$377K
|