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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-36- 0.3% |
$7.21K - $8.14K
|
11.9K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-36- 0.23% |
$7.21K - $8.14K
|
15.5K
$4.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-37- 0.2% |
$7.41K - $8.36K
|
18.1K
$4.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-37- 1.39% |
$7.41K - $8.36K
|
2.62K
$704K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-37- 2.78% |
$7.41K - $8.36K
|
1.3K
$349K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 0.33% |
$7.41K - $8.36K
|
11.2K
$3.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-38- 11.52% |
$7.61K - $8.59K
|
292
$78.6K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-38- 3.38% |
$7.61K - $8.59K
|
1.09K
$293K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-39- 1.45% |
$7.81K - $8.81K
|
2.65K
$712K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-40- 1.79% |
$8.01K - $9.04K
|
2.19K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-41- 1.2% |
$8.21K - $9.27K
|
3.37K
$908K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-43- 1.4% |
$8.61K - $9.72K
|
3.02K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-43- 1.2% |
$8.61K - $9.72K
|
3.53K
$950K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-45- 3.2% |
$9.01K - $10.2K
|
1.36K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-45- 2.04% |
$9.01K - $10.2K
|
2.17K
$583K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-46- 1.51% |
$9.21K - $10.4K
|
2.99K
$805K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-47- 0.38% |
$9.41K - $10.6K
|
12.2K
$3.28M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-47- 2.82% |
$9.41K - $10.6K
|
1.62K
$435K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-48- 18.39% |
$9.61K - $10.8K
|
213
$57.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 4.41% |
$10K - $11.3K
|
1.08K
$292K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-50- 0.48% |
$10K - $11.3K
|
10.3K
$2.78M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 3.3% |
$10K - $11.3K
|
1.47K
$395K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-51- 3.91% |
$10.2K - $11.5K
|
1.25K
$337K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-52- 0.65% |
$10.4K - $11.8K
|
7.94K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-52- 0.65% |
$10.4K - $11.8K
|
7.98K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-54- 0.22% |
$10.8K - $12.2K
|
24.7K
$6.64M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-54- 88.52% |
$10.8K - $12.2K
|
7
$1.88K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-56- 23.73% |
$11.2K - $12.7K
|
180
$48.4K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-60- 2.54% |
$12K - $13.6K
|
2.3K
$618K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-63- 0.36% |
$12.6K - $14.2K
|
17.6K
$4.75M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-64- 1.12% |
$12.8K - $14.5K
|
5.63K
$1.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.39% |
$13K - $14.7K
|
16.7K
$4.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-65- 0.51% |
$13K - $14.7K
|
12.7K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-65- 1.56% |
$13K - $14.7K
|
4.11K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-65- 0.62% |
$13K - $14.7K
|
10.4K
$2.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-66- 84.62% |
$13.2K - $14.9K
|
12
$3.23K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-66- 4.36% |
$13.2K - $14.9K
|
1.45K
$390K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-70- 0.88% |
$14K - $15.8K
|
7.86K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-74- 2.97% |
$14.8K - $16.7K
|
2.42K
$650K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 65.22% |
$15K - $16.9K
|
40
$10.8K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-76- 1.8% |
$15.2K - $17.2K
|
4.15K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-76- 2.18% |
$15.2K - $17.2K
|
3.42K
$919K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-77- 5.23% |
$15.4K - $17.4K
|
1.4K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-77- 70.0% |
$15.4K - $17.4K
|
33
$8.88K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-77- 4.99% |
$15.4K - $17.4K
|
1.47K
$394K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-79- 2.09% |
$15.8K - $17.9K
|
3.71K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-79- 2.25% |
$15.8K - $17.9K
|
3.44K
$925K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-80- 0.71% |
$16K - $18.1K
|
11.3K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-80- 2.97% |
$16K - $18.1K
|
2.61K
$703K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-84- 0.4% |
$16.8K - $19K
|
20.8K
$5.58M
|