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 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.06% |
$373 - $435
|
3.34K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.27% |
$373 - $435
|
742
$203K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2+ 0.13% |
$373 - $435
|
1.51K
$412K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.04% |
$373 - $435
|
5.12K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1+ 0.01% |
$187 - $217
|
9.53K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.68% |
$187 - $217
|
147
$40.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.04% |
$187 - $217
|
2.58K
$707K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$187 - $217
|
1.85K
$507K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$187 - $217
|
873
$239K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.36% |
$187 - $217
|
278
$76K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 2.5% |
$187 - $217
|
41
$11.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.27% |
$187 - $217
|
80
$21.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.02% |
$187 - $217
|
4.18K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$187 - $217
|
30.1K
$8.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.08% |
$187 - $217
|
1.29K
$353K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.27% |
$187 - $217
|
376
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 2.13% |
$187 - $217
|
48
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$187 - $217
|
3.21K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.09% |
$187 - $217
|
1.12K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$187 - $217
|
2.67K
$730K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.4% |
$187 - $217
|
253
$69.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1- 0.02% |
$187 - $217
|
4.64K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2- 0.08% |
$373 - $435
|
2.6K
$712K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-3- 0.08% |
$560 - $652
|
3.82K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-3- 0.2% |
$560 - $652
|
1.47K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.15% |
$560 - $652
|
257
$70.3K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4- 0.25% |
$746 - $869
|
1.62K
$443K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5- 0.02% |
$933 - $1.09K
|
24.7K
$6.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5- 0.16% |
$933 - $1.09K
|
3.06K
$836K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6- 0.54% |
$1.12K - $1.3K
|
1.11K
$305K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6- 0.22% |
$1.12K - $1.3K
|
2.74K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.57% |
$1.31K - $1.52K
|
1.22K
$333K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-8- 0.65% |
$1.49K - $1.74K
|
1.23K
$337K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-10- 0.26% |
$1.87K - $2.17K
|
3.9K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-10- 0.69% |
$1.87K - $2.17K
|
1.45K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-10- 0.11% |
$1.87K - $2.17K
|
8.85K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.46% |
$1.87K - $2.17K
|
2.17K
$593K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-11- 0.44% |
$2.05K - $2.39K
|
2.49K
$680K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12- 0.8% |
$2.24K - $2.61K
|
1.49K
$408K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-13- 1.21% |
$2.43K - $2.82K
|
1.06K
$289K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-13- 0.25% |
$2.43K - $2.82K
|
5.09K
$1.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-18- 0.11% |
$3.36K - $3.91K
|
16.7K
$4.57M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-18- 0.14% |
$3.36K - $3.91K
|
12.5K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-18- 0.2% |
$3.36K - $3.91K
|
9.15K
$2.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-19- 1.42% |
$3.54K - $4.13K
|
1.32K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-19- 1.32% |
$3.54K - $4.13K
|
1.42K
$388K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-20- 0.18% |
$3.73K - $4.35K
|
10.9K
$2.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-20- 0.28% |
$3.73K - $4.35K
|
7.09K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-20- 0.24% |
$3.73K - $4.35K
|
8.48K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-20- 0.31% |
$3.73K - $4.35K
|
6.4K
$1.75M
|