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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.7K+ 14.13% |
$5.91M - $6.89M
|
256K
$67.7M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
31.5KNew |
$5.88M - $6.85M
|
31.5K
$8.33M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
31.5KNew |
$5.87M - $6.84M
|
31.5K
$8.32M
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
31.1K+ 92.16% |
$5.8M - $6.75M
|
64.8K
$17.1M
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
30.5KNew |
$5.69M - $6.63M
|
30.5K
$8.06M
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29K+ 21.94% |
$5.41M - $6.3M
|
161K
$42.6M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29K+ 673.85% |
$5.41M - $6.3M
|
33.3K
$8.8M
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
28.3K+ 5.58% |
$5.29M - $6.16M
|
536K
$142M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
28.3K+ 5.58% |
$5.29M - $6.16M
|
536K
$142M
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28.2KNew |
$5.27M - $6.13M
|
28.2K
$7.46M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
27.3K+ 42.19% |
$5.09M - $5.93M
|
92K
$24.3M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.3KNew |
$5.09M - $5.93M
|
27.3K
$7.21M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
27KNew |
$5.03M - $5.86M
|
27K
$7.12M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.9K+ 17.8% |
$5.01M - $5.84M
|
178K
$47M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26.7K+ 5.06% |
$4.97M - $5.79M
|
553K
$146M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1K+ 2.09% |
$4.87M - $5.67M
|
1.28M
$337M
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
24.6K+ 1891.17% |
$4.6M - $5.35M
|
25.9K
$6.86M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.2K+ 149.1% |
$4.33M - $5.04M
|
38.8K
$10.3M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22.8K+ 141.23% |
$4.26M - $4.96M
|
39K
$10.3M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
22.5K+ 35.62% |
$4.19M - $4.88M
|
85.6K
$22.6M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
22.3KNew |
$4.16M - $4.85M
|
22.3K
$5.9M
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
22.2KNew |
$4.15M - $4.83M
|
22.2K
$5.87M
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.1K+ 229.38% |
$4.12M - $4.79M
|
31.7K
$8.37M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
21.9K+ 3.61% |
$4.09M - $4.76M
|
628K
$166M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
21.8K+ 289.86% |
$4.07M - $4.73M
|
29.3K
$7.75M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
21.7KNew |
$4.05M - $4.72M
|
21.7K
$5.74M
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
21.7KNew |
$4.05M - $4.72M
|
21.7K
$5.74M
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
21.3K+ 929.44% |
$3.98M - $4.64M
|
23.6K
$6.25M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
21KNew |
$3.92M - $4.56M
|
21K
$5.55M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 6.3% |
$3.77M - $4.38M
|
340K
$89.9M
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
19.9K+ 9.03% |
$3.71M - $4.32M
|
240K
$63.4M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
19.8K+ 13.49% |
$3.7M - $4.3M
|
167K
$44M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
18.9KNew |
$3.53M - $4.11M
|
18.9K
$4.99M
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
18.7K+ 40.64% |
$3.5M - $4.07M
|
64.8K
$17.1M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.7KNew |
$3.49M - $4.06M
|
18.7K
$4.94M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18.1K+ 13.64% |
$3.37M - $3.93M
|
151K
$39.8M
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
17.9KNew |
$3.34M - $3.89M
|
17.9K
$4.73M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17.6KNew |
$3.29M - $3.83M
|
17.6K
$4.66M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 10.07% |
$3.26M - $3.8M
|
191K
$50.5M
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17.4KNew |
$3.24M - $3.77M
|
17.4K
$4.59M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.2K+ 0.65% |
$3.21M - $3.74M
|
2.68M
$707M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
17.1KNew |
$3.19M - $3.71M
|
17.1K
$4.52M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17K+ 8.56% |
$3.18M - $3.7M
|
216K
$57.1M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.8KNew |
$3.13M - $3.65M
|
16.8K
$4.43M
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$3.11M - $3.63M
|
16.7K
$4.41M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.4K+ 5003.35% |
$3.06M - $3.57M
|
16.7K
$4.42M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.3K+ 25.07% |
$3.04M - $3.55M
|
81.4K
$21.5M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.2KNew |
$2.85M - $3.31M
|
15.2K
$4.03M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 9.8% |
$2.83M - $3.29M
|
170K
$44.8M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 6.05% |
$2.82M - $3.28M
|
265K
$70M
|