Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
113+ 5.78% |
$21.1K - $24.6K
|
2.07K
$566K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
111+ 2.42% |
$20.7K - $24.1K
|
4.69K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
110New |
$20.5K - $23.9K
|
110
$30.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
110+ 0.54% |
$20.5K - $23.9K
|
20.5K
$5.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
110+ 90.91% |
$20.5K - $23.9K
|
231
$63.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
110New |
$20.5K - $23.9K
|
110
$30.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
108+ 6.74% |
$20.1K - $23.5K
|
1.71K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.81% |
$20K - $23.2K
|
13.3K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
107+ 1.06% |
$20K - $23.2K
|
10.2K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
106+ 14.19% |
$19.8K - $23K
|
853
$233K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 10.86% |
$19.8K - $23K
|
1.08K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
105New |
$19.6K - $22.8K
|
105
$28.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
104+ 5.24% |
$19.4K - $22.6K
|
2.09K
$572K
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
101+ 7.81% |
$18.8K - $21.9K
|
1.4K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
101+ 2.06% |
$18.8K - $21.9K
|
5.01K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 3.05% |
$18.7K - $21.7K
|
3.38K
$925K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
100+ 7.67% |
$18.7K - $21.7K
|
1.4K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
100+ 0.94% |
$18.7K - $21.7K
|
10.8K
$2.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
100+ 0.29% |
$18.7K - $21.7K
|
34.7K
$9.48M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$18.7K - $21.7K
|
100
$27.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
99+ 6.16% |
$18.5K - $21.5K
|
1.71K
$467K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
96New |
$17.9K - $20.9K
|
96
$26.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
94+ 0.55% |
$17.5K - $20.4K
|
17.1K
$4.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
94+ 3.09% |
$17.5K - $20.4K
|
3.13K
$857K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
94New |
$17.5K - $20.4K
|
94
$25.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
91+ 0.08% |
$17K - $19.8K
|
117K
$32.1M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91+ 51.7% |
$17K - $19.8K
|
267
$73K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
89+ 2.71% |
$16.6K - $19.3K
|
3.37K
$922K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
89+ 1.86% |
$16.6K - $19.3K
|
4.87K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
88+ 45.13% |
$16.4K - $19.1K
|
283
$77.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
85New |
$15.9K - $18.5K
|
85
$23.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
85+ 0.53% |
$15.9K - $18.5K
|
16.1K
$4.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
82+ 4.32% |
$15.3K - $17.8K
|
1.98K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
81+ 3.49% |
$15.1K - $17.6K
|
2.4K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
80New |
$14.9K - $17.4K
|
80
$21.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
79+ 0.28% |
$14.7K - $17.2K
|
28.5K
$7.81M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
79New |
$14.7K - $17.2K
|
79
$21.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 5.32% |
$14.6K - $16.9K
|
1.55K
$423K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
78+ 3.67% |
$14.6K - $16.9K
|
2.21K
$603K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
77+ 2.38% |
$14.4K - $16.7K
|
3.31K
$906K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
75New |
$14K - $16.3K
|
75
$20.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
75+ 187.5% |
$14K - $16.3K
|
115
$31.5K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
74+ 3.06% |
$13.8K - $16.1K
|
2.49K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
73+ 0.71% |
$13.6K - $15.9K
|
10.4K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
71+ 1.32% |
$13.2K - $15.4K
|
5.46K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
70+ 0.59% |
$13.1K - $15.2K
|
11.9K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 2.72% |
$13.1K - $15.2K
|
2.65K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70+ 5.04% |
$13.1K - $15.2K
|
1.46K
$399K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
67+ 1.24% |
$12.5K - $14.6K
|
5.47K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
67+ 1.43% |
$12.5K - $14.6K
|
4.76K
$1.3M
|