Purchases and Sales Made in Q1 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24+ 1.81% |
$5.28K - $6.08K
|
1.35K
$354K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
24+ 2.54% |
$5.28K - $6.08K
|
969
$255K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
24+ 0.71% |
$5.28K - $6.08K
|
3.43K
$901K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
23+ 0.82% |
$5.06K - $5.83K
|
2.81K
$739K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
22+ 0.66% |
$4.84K - $5.57K
|
3.37K
$885K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
21+ 0.46% |
$4.62K - $5.32K
|
4.6K
$1.21M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
21+ 0.98% |
$4.62K - $5.32K
|
2.15K
$566K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 86.96% |
$4.4K - $5.07K
|
43
$11.3K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20+ 1.3% |
$4.4K - $5.07K
|
1.56K
$409K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
19+ 1.4% |
$4.18K - $4.81K
|
1.37K
$361K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
18+ 0.27% |
$3.96K - $4.56K
|
6.73K
$1.77M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
18+ 9.94% |
$3.96K - $4.56K
|
199
$52.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.3% |
$3.96K - $4.56K
|
6.09K
$1.6M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
17+ 0.08% |
$3.74K - $4.31K
|
21.2K
$5.58M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17+ 12.69% |
$3.74K - $4.31K
|
151
$39.7K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
16+ 0.12% |
$3.52K - $4.05K
|
12.8K
$3.37M
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.46% |
$3.3K - $3.8K
|
3.28K
$862K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 1.15% |
$3.3K - $3.8K
|
1.32K
$348K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
14+ 0.32% |
$3.08K - $3.55K
|
4.38K
$1.15M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
13+ 0.96% |
$2.86K - $3.29K
|
1.37K
$360K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
12+ 0.5% |
$2.64K - $3.04K
|
2.41K
$633K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.21% |
$2.42K - $2.79K
|
5.16K
$1.36M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.07% |
$2.2K - $2.53K
|
14.7K
$3.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
10+ 0.01% |
$2.2K - $2.53K
|
159K
$41.9M
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10+ 0.08% |
$2.2K - $2.53K
|
12.8K
$3.38M
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8+ 0.29% |
$1.76K - $2.03K
|
2.73K
$718K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8+ 0.08% |
$1.76K - $2.03K
|
10.4K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.18% |
$1.54K - $1.77K
|
3.89K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.29% |
$1.54K - $1.77K
|
2.44K
$641K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$1.54K - $1.77K
|
2.23K
$587K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.11% |
$1.54K - $1.77K
|
635
$167K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7+ 0.35% |
$1.54K - $1.77K
|
2.01K
$528K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$1.32K - $1.52K
|
5.12K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
5+ 0.22% |
$1.1K - $1.27K
|
2.32K
$611K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
5+ 0.17% |
$1.1K - $1.27K
|
2.94K
$773K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.34% |
$1.1K - $1.27K
|
1.49K
$391K
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.31% |
$1.1K - $1.27K
|
1.64K
$430K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.3% |
$1.1K - $1.27K
|
1.67K
$438K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$879 - $1.01K
|
4.27K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
4+ 0.18% |
$879 - $1.01K
|
2.22K
$585K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.29% |
$879 - $1.01K
|
1.39K
$365K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.47% |
$879 - $1.01K
|
850
$223K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.26% |
$879 - $1.01K
|
1.51K
$398K
|
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4+ 0.09% |
$879 - $1.01K
|
4.22K
$1.11M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.04% |
$879 - $1.01K
|
10.7K
$2.81M
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
BUY
|
- |
3+ 0.14% |
$660 - $760
|
2.15K
$566K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
3+ 0.35% |
$660 - $760
|
864
$227K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.1% |
$660 - $760
|
2.94K
$773K
|
|
|
Apr 29, 2022
Q1 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$660 - $760
|
2.64K
$694K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
3New |
$660 - $760
|
3
$788
|