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 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-86- 7.48% |
$17.2K - $19.4K
|
1.06K
$286K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-86- 5.76% |
$17.2K - $19.4K
|
1.41K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-87- 3.41% |
$17.4K - $19.7K
|
2.47K
$664K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-90- 0.56% |
$18K - $20.3K
|
15.9K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-90- 1.74% |
$18K - $20.3K
|
5.1K
$1.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-92- 0.36% |
$18.4K - $20.8K
|
25.6K
$6.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-92- 0.09% |
$18.4K - $20.8K
|
104K
$28.1M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-92- 0.59% |
$18.4K - $20.8K
|
15.4K
$4.15M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-93- 34.83% |
$18.6K - $21K
|
174
$46.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-95- 1.33% |
$19K - $21.5K
|
7.05K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-95- 1.38% |
$19K - $21.5K
|
6.81K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-97- 92.38% |
$19.4K - $21.9K
|
8
$2.15K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-99- 32.57% |
$19.8K - $22.4K
|
205
$55.2K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-99- 1.55% |
$19.8K - $22.4K
|
6.3K
$1.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 11.01% |
$20K - $22.6K
|
808
$217K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-102- 5.6% |
$20.4K - $23K
|
1.72K
$463K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-102- 4.13% |
$20.4K - $23K
|
2.37K
$638K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-103- 0.28% |
$20.6K - $23.3K
|
37K
$9.96M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-104- 0.54% |
$20.8K - $23.5K
|
19.3K
$5.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-110- 47.62% |
$22K - $24.9K
|
121
$32.6K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-110- 7.74% |
$22K - $24.9K
|
1.31K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-111- 4.62% |
$22.2K - $25.1K
|
2.29K
$617K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-113- 2.83% |
$22.6K - $25.5K
|
3.88K
$1.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 0.51% |
$23K - $26K
|
22.5K
$6.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-115- 8.11% |
$23K - $26K
|
1.3K
$351K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-115- 0.68% |
$23K - $26K
|
16.8K
$4.53M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-115- 7.72% |
$23K - $26K
|
1.38K
$370K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-119- 3.12% |
$23.8K - $26.9K
|
3.69K
$994K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-121- 1.63% |
$24.2K - $27.3K
|
7.32K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-121- 20.9% |
$24.2K - $27.3K
|
458
$123K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-123- 0.15% |
$24.6K - $27.8K
|
84.2K
$22.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-124- 1.94% |
$24.8K - $28K
|
6.27K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-124- 0.47% |
$24.8K - $28K
|
26.4K
$7.11M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-127- 2.33% |
$25.4K - $28.7K
|
5.33K
$1.43M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-128- 0.9% |
$25.6K - $28.9K
|
14K
$3.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-129- 1.11% |
$25.8K - $29.2K
|
11.5K
$3.09M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-131- 0.42% |
$26.2K - $29.6K
|
31K
$8.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-132- 1.44% |
$26.4K - $29.8K
|
9.02K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-133- 0.78% |
$26.6K - $30.1K
|
16.8K
$4.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-133- 82.1% |
$26.6K - $30.1K
|
29
$7.8K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-133- 7.18% |
$26.6K - $30.1K
|
1.72K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-133- 4.56% |
$26.6K - $30.1K
|
2.78K
$748K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-139- 1.36% |
$27.8K - $31.4K
|
10.1K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 0.75% |
$28K - $31.6K
|
18.6K
$5M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-141- 10.05% |
$28.2K - $31.9K
|
1.26K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-141- 12.19% |
$28.2K - $31.9K
|
1.02K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-144- 2.36% |
$28.8K - $32.5K
|
5.96K
$1.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-145- 6.26% |
$29K - $32.8K
|
2.17K
$584K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-148- 20.64% |
$29.6K - $33.4K
|
569
$153K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-148- 0.62% |
$29.6K - $33.4K
|
23.6K
$6.34M
|