Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7+ 0.65% |
$1.4K - $1.58K
|
1.09K
$292K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.33% |
$1.4K - $1.58K
|
2.13K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.42% |
$1.4K - $1.58K
|
1.68K
$453K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6+ 0.17% |
$1.2K - $1.36K
|
3.44K
$926K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
6+ 0.59% |
$1.2K - $1.36K
|
1.03K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6+ 0.43% |
$1.2K - $1.36K
|
1.41K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$1.2K - $1.36K
|
1.66K
$448K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
5+ 0.12% |
$1K - $1.13K
|
4.07K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
5+ 9.43% |
$1K - $1.13K
|
58
$15.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
5+ 4.0% |
$1K - $1.13K
|
130
$35K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5+ 0.13% |
$1K - $1.13K
|
4K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.48% |
$1K - $1.13K
|
1.04K
$280K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$1K - $1.13K
|
4.29K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5+ 0.41% |
$1K - $1.13K
|
1.23K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5New |
$1K - $1.13K
|
5
$1.35K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.16% |
$1K - $1.13K
|
3.06K
$824K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5+ 0.27% |
$1K - $1.13K
|
1.87K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.26% |
$1K - $1.13K
|
1.94K
$521K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.38% |
$801 - $904
|
1.05K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.06% |
$801 - $904
|
6.39K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$601 - $678
|
1.65K
$444K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.1% |
$601 - $678
|
3.06K
$824K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 0.0% |
$601 - $678
|
85.6K
$23M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.13% |
$601 - $678
|
2.24K
$601K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.26% |
$601 - $678
|
1.16K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
3+ 0.14% |
$601 - $678
|
2.17K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3+ 0.22% |
$601 - $678
|
1.39K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$601 - $678
|
5.25K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.13% |
$601 - $678
|
2.36K
$635K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2+ 0.18% |
$400 - $452
|
1.1K
$295K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$400 - $452
|
645
$174K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$400 - $452
|
2.52K
$679K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.16% |
$400 - $452
|
1.24K
$332K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.14% |
$400 - $452
|
1.45K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.13% |
$400 - $452
|
1.51K
$407K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.72% |
$400 - $452
|
280
$75.3K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2+ 0.14% |
$400 - $452
|
1.4K
$377K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.14% |
$400 - $452
|
1.4K
$375K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.06% |
$400 - $452
|
3.37K
$906K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$400 - $452
|
1.22K
$328K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.08% |
$400 - $452
|
2.5K
$674K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$400 - $452
|
6.2K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.03% |
$400 - $452
|
7.63K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.33% |
$400 - $452
|
612
$165K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1+ 0.18% |
$200 - $226
|
547
$147K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.01% |
$200 - $226
|
19.4K
$5.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.68% |
$200 - $226
|
148
$39.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.07% |
$200 - $226
|
1.36K
$367K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$200 - $226
|
1.55K
$416K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.02% |
$200 - $226
|
4.18K
$1.13M
|