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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.32K+ 5.89% |
$246K - $286K
|
23.7K
$6.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 2.03% |
$245K - $286K
|
66K
$17.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 3.32% |
$245K - $285K
|
40.8K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.31KNew |
$245K - $285K
|
1.31K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.31KNew |
$244K - $285K
|
1.31K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.29K+ 13.44% |
$241K - $280K
|
10.9K
$2.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.28KNew |
$239K - $279K
|
1.28K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.28K+ 9.65% |
$238K - $278K
|
14.5K
$3.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.27KNew |
$236K - $275K
|
1.27K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.27K+ 2.7% |
$236K - $275K
|
48.1K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.26K+ 1.52% |
$236K - $274K
|
84.3K
$22.3M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.26K+ 38.36% |
$235K - $274K
|
4.55K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.26KNew |
$234K - $273K
|
1.26K
$332K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.25K+ 34.96% |
$234K - $272K
|
4.84K
$1.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.24KNew |
$232K - $270K
|
1.24K
$329K
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.24K+ 1.0% |
$231K - $269K
|
125K
$33.1M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.24KNew |
$231K - $269K
|
1.24K
$327K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.24K+ 12.09% |
$231K - $269K
|
11.5K
$3.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.24KNew |
$230K - $268K
|
1.24K
$326K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.21K+ 74.19% |
$225K - $262K
|
2.83K
$749K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$221K - $258K
|
1.19K
$313K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.18K+ 13.64% |
$220K - $256K
|
9.83K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.18K+ 18.23% |
$220K - $256K
|
7.64K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.16K+ 14.34% |
$217K - $252K
|
9.26K
$2.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.16K+ 6.24% |
$217K - $252K
|
19.8K
$5.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.16K+ 29.84% |
$215K - $251K
|
5.03K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.16K+ 3.72% |
$215K - $251K
|
32.2K
$8.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.15KNew |
$215K - $250K
|
1.15K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.15K+ 20.34% |
$215K - $250K
|
6.81K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.15KNew |
$215K - $250K
|
1.15K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.15K+ 2.58% |
$214K - $249K
|
45.6K
$12.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.14KNew |
$213K - $248K
|
1.14K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.14K+ 6.94% |
$213K - $248K
|
17.6K
$4.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.14K+ 10.25% |
$213K - $247K
|
12.3K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.14KNew |
$212K - $247K
|
1.14K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.14K+ 16.09% |
$212K - $247K
|
8.19K
$2.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.13KNew |
$212K - $246K
|
1.13K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.13K+ 48.5% |
$211K - $246K
|
3.47K
$917K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.13K+ 10.58% |
$211K - $246K
|
11.8K
$3.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.12K+ 7.18% |
$209K - $243K
|
16.7K
$4.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.12K+ 1.3% |
$208K - $242K
|
87.2K
$23M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1KNew |
$206K - $239K
|
1.1K
$291K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$205K - $239K
|
1.1K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 12.26% |
$204K - $238K
|
10K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
1.09K+ 6.62% |
$204K - $238K
|
17.6K
$4.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.09KNew |
$204K - $237K
|
1.09K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.09KNew |
$203K - $237K
|
1.09K
$288K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.08KNew |
$202K - $235K
|
1.08K
$286K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.08K+ 3.86% |
$202K - $235K
|
29.1K
$7.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.07K+ 3.24% |
$199K - $232K
|
34K
$8.98M
|