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
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
67+ 5.78% |
$12.5K - $14.6K
|
1.23K
$336K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
65+ 500.0% |
$12.1K - $14.1K
|
78
$21.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
65+ 1.67% |
$12.1K - $14.1K
|
3.96K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
62+ 0.77% |
$11.6K - $13.5K
|
8.06K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 8.17% |
$11.2K - $13K
|
794
$217K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
59+ 4.48% |
$11K - $12.8K
|
1.38K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
57+ 0.43% |
$10.6K - $12.4K
|
13.2K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
57+ 0.49% |
$10.6K - $12.4K
|
11.6K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53+ 1.82% |
$9.89K - $11.5K
|
2.97K
$812K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
52+ 0.59% |
$9.7K - $11.3K
|
8.89K
$2.43M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
52New |
$9.7K - $11.3K
|
52
$14.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
51+ 0.39% |
$9.52K - $11.1K
|
13.2K
$3.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
51+ 4.07% |
$9.52K - $11.1K
|
1.31K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
50+ 0.32% |
$9.33K - $10.9K
|
15.8K
$4.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
47+ 0.43% |
$8.77K - $10.2K
|
11K
$3.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45+ 30.61% |
$8.4K - $9.78K
|
192
$52.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
45+ 0.71% |
$8.4K - $9.78K
|
6.35K
$1.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44+ 2.52% |
$8.21K - $9.56K
|
1.79K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
44+ 3.95% |
$8.21K - $9.56K
|
1.16K
$316K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 2.31% |
$8.02K - $9.34K
|
1.9K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
43+ 0.44% |
$8.02K - $9.34K
|
9.78K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
43+ 0.56% |
$8.02K - $9.34K
|
7.74K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
42+ 1.67% |
$7.84K - $9.12K
|
2.55K
$699K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
39+ 0.64% |
$7.28K - $8.47K
|
6.14K
$1.68M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
36New |
$6.72K - $7.82K
|
36
$9.85K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
36+ 0.44% |
$6.72K - $7.82K
|
8.25K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
34+ 0.73% |
$6.34K - $7.39K
|
4.7K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
33+ 0.29% |
$6.16K - $7.17K
|
11.5K
$3.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
33+ 1.59% |
$6.16K - $7.17K
|
2.11K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31New |
$5.78K - $6.74K
|
31
$8.48K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31+ 1.27% |
$5.78K - $6.74K
|
2.48K
$677K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
30+ 0.56% |
$5.6K - $6.52K
|
5.38K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.21% |
$5.6K - $6.52K
|
14.2K
$3.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$5.6K - $6.52K
|
30
$8.21K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30+ 51.72% |
$5.6K - $6.52K
|
88
$24.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
29+ 2.63% |
$5.41K - $6.3K
|
1.13K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 0.49% |
$5.22K - $6.08K
|
5.74K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
26+ 0.76% |
$4.85K - $5.65K
|
3.44K
$942K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 2.08% |
$4.66K - $5.43K
|
1.23K
$335K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$4.66K - $5.43K
|
25
$6.84K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
23+ 23.0% |
$4.29K - $5K
|
123
$33.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
23+ 1.5% |
$4.29K - $5K
|
1.56K
$426K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22+ 0.56% |
$4.1K - $4.78K
|
3.96K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 0.53% |
$3.92K - $4.56K
|
3.97K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
21+ 1.36% |
$3.92K - $4.56K
|
1.56K
$427K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
21+ 0.17% |
$3.92K - $4.56K
|
12.1K
$3.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20+ 0.73% |
$3.73K - $4.35K
|
2.77K
$757K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
20+ 0.04% |
$3.73K - $4.35K
|
48.3K
$13.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
20+ 1.32% |
$3.73K - $4.35K
|
1.53K
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
18+ 0.5% |
$3.36K - $3.91K
|
3.64K
$995K
|