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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.81K- 3.17% |
$523K - $609K
|
85.6K
$23.4M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.81K- 6.28% |
$524K - $610K
|
41.9K
$11.5M
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.83K- 5.87% |
$529K - $615K
|
45.5K
$12.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.91K- 2.53% |
$543K - $633K
|
112K
$30.7M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.92K- 5.48% |
$545K - $635K
|
50.4K
$13.8M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.94K- 58.45% |
$549K - $639K
|
2.09K
$572K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.95K- 51.05% |
$550K - $640K
|
2.83K
$773K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.05K- 34.88% |
$569K - $662K
|
5.69K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.08K- 25.35% |
$575K - $670K
|
9.08K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.11K- 25.76% |
$581K - $676K
|
8.97K
$2.45M
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.19K- 54.81% |
$596K - $694K
|
2.63K
$720K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.37K- 3.75% |
$629K - $732K
|
86.4K
$23.6M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.43K- 8.51% |
$639K - $744K
|
36.8K
$10.1M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-3.57K- 77.26% |
$665K - $775K
|
1.05K
$287K
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.57K- 4.07% |
$666K - $776K
|
84.2K
$23M
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.64K- 7.39% |
$679K - $791K
|
45.6K
$12.5M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.65K- 13.32% |
$682K - $794K
|
23.8K
$6.5M
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.68K- 19.29% |
$686K - $799K
|
15.4K
$4.21M
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.77K- 24.91% |
$704K - $820K
|
11.4K
$3.11M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.84K- 15.55% |
$716K - $834K
|
20.8K
$5.7M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.85K- 10.33% |
$718K - $836K
|
33.4K
$9.13M
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.87K- 50.96% |
$722K - $840K
|
3.72K
$1.02M
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.88K- 19.69% |
$723K - $842K
|
15.8K
$4.32M
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.88K- 99.41% |
$724K - $843K
|
23
$6.29K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-3.94K- 5.4% |
$735K - $856K
|
69K
$18.9M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.96K- 7.15% |
$739K - $861K
|
51.5K
$14.1M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 59.51% |
$754K - $879K
|
2.75K
$753K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-4.05K- 2.25% |
$755K - $879K
|
176K
$48M
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-4.1K- 61.04% |
$765K - $891K
|
2.62K
$716K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.16KClosed |
$777K - $905K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.2K- 1.61% |
$783K - $912K
|
257K
$70.3M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.29K- 26.9% |
$801K - $933K
|
11.7K
$3.19M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.3K- 14.16% |
$802K - $934K
|
26.1K
$7.13M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.47K- 50.02% |
$834K - $971K
|
4.47K
$1.22M
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-4.5K- 18.87% |
$840K - $978K
|
19.4K
$5.29M
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.53K- 3.73% |
$845K - $984K
|
117K
$32M
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.56KClosed |
$850K - $990K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.86K- 8.56% |
$906K - $1.06M
|
51.9K
$14.2M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.89K- 2.48% |
$913K - $1.06M
|
193K
$52.7M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.93K- 3.26% |
$920K - $1.07M
|
146K
$40M
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.98K- 14.91% |
$929K - $1.08M
|
28.4K
$7.77M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.03K- 62.55% |
$939K - $1.09M
|
3.01K
$824K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.12K- 83.21% |
$955K - $1.11M
|
1.03K
$283K
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-5.16K- 6.32% |
$962K - $1.12M
|
76.4K
$20.9M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.21K- 23.15% |
$973K - $1.13M
|
17.3K
$4.73M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.67K- 2.05% |
$1.06M - $1.23M
|
271K
$74.1M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-5.84K- 29.47% |
$1.09M - $1.27M
|
14K
$3.82M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.11K- 8.38% |
$1.14M - $1.33M
|
66.8K
$18.3M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.15K- 6.35% |
$1.15M - $1.34M
|
90.7K
$24.8M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.31K- 24.74% |
$1.18M - $1.37M
|
19.2K
$5.25M
|