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 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.91K- 55.85% |
$421K - $485K
|
1.51K
$397K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.92K- 58.03% |
$421K - $485K
|
1.39K
$364K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.96K- 5.36% |
$432K - $498K
|
34.7K
$9.12M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2KClosed |
$439K - $506K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.12K- 8.71% |
$465K - $536K
|
22.2K
$5.83M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.12K- 19.11% |
$467K - $538K
|
8.98K
$2.36M
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.18K- 14.6% |
$480K - $553K
|
12.8K
$3.35M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.18K- 3.26% |
$480K - $553K
|
64.8K
$17M
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.19K- 25.97% |
$482K - $555K
|
6.25K
$1.64M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.19KClosed |
$482K - $556K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.24K- 2.05% |
$492K - $567K
|
107K
$28M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.44K- 8.58% |
$535K - $617K
|
25.9K
$6.82M
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.44K- 22.16% |
$536K - $618K
|
8.57K
$2.25M
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 11.68% |
$536K - $618K
|
18.5K
$4.85M
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 5.55% |
$547K - $630K
|
42.3K
$11.1M
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.5KClosed |
$550K - $633K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.53K- 2.97% |
$556K - $641K
|
82.5K
$21.7M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.53K- 54.85% |
$556K - $641K
|
2.08K
$547K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.53K- 29.51% |
$557K - $642K
|
6.05K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.55K- 99.88% |
$560K - $646K
|
3
$788
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.61KClosed |
$573K - $660K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61K- 18.89% |
$574K - $661K
|
11.2K
$2.94M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.65K- 13.7% |
$583K - $672K
|
16.7K
$4.39M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.69K- 2.9% |
$591K - $682K
|
90K
$23.6M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.73K- 2.71% |
$599K - $691K
|
97.9K
$25.7M
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.74K- 69.38% |
$601K - $693K
|
1.21K
$317K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.74K- 4.87% |
$602K - $694K
|
53.5K
$14.1M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.75K- 23.31% |
$604K - $697K
|
9.05K
$2.38M
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-2.76K- 59.33% |
$606K - $698K
|
1.89K
$496K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.78KClosed |
$611K - $704K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.85K- 43.88% |
$627K - $723K
|
3.65K
$959K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.96K- 14.25% |
$651K - $751K
|
17.8K
$4.69M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-3K- 12.93% |
$659K - $759K
|
20.2K
$5.3M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-3.05K- 45.49% |
$670K - $772K
|
3.65K
$959K
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-3.06K- 2.6% |
$673K - $776K
|
115K
$30.2M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.08K- 7.52% |
$677K - $780K
|
37.8K
$9.95M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.1K- 26.94% |
$682K - $786K
|
8.41K
$2.21M
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-3.15K- 5.54% |
$691K - $797K
|
53.7K
$14.1M
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.27K- 1.59% |
$719K - $829K
|
203K
$53.3M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-3.3K- 9.59% |
$725K - $836K
|
31.1K
$8.17M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.3KClosed |
$726K - $836K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.41K- 2.12% |
$750K - $864K
|
158K
$41.4M
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-3.53K- 19.24% |
$776K - $894K
|
14.8K
$3.89M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.57K- 11.85% |
$786K - $906K
|
26.6K
$6.99M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.77KClosed |
$829K - $956K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.88K- 73.4% |
$852K - $982K
|
1.41K
$369K
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-3.94K- 10.45% |
$866K - $998K
|
33.7K
$8.87M
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.99K- 5.59% |
$877K - $1.01M
|
67.4K
$17.7M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4K- 73.45% |
$879K - $1.01M
|
1.45K
$380K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.01K- 22.68% |
$881K - $1.02M
|
13.7K
$3.59M
|