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
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.41K+ 2.17% |
$281K - $318K
|
66.2K
$17.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.4K+ 1.95% |
$280K - $316K
|
73.2K
$19.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.4K+ 4.46% |
$280K - $316K
|
32.8K
$8.82M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.39K+ 76.14% |
$278K - $314K
|
3.21K
$864K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.38K+ 76.79% |
$275K - $311K
|
3.17K
$852K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.37K+ 2.02% |
$274K - $310K
|
69.2K
$18.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.37K+ 20.86% |
$274K - $309K
|
7.93K
$2.13M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.35K+ 23.6% |
$270K - $305K
|
7.08K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.34KNew |
$269K - $303K
|
1.34K
$361K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.34KNew |
$268K - $302K
|
1.34K
$360K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.34K+ 44.31% |
$267K - $302K
|
4.35K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
1.33K+ 4.05% |
$265K - $299K
|
34.1K
$9.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 119.62% |
$264K - $298K
|
2.42K
$651K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.31K+ 23.98% |
$262K - $295K
|
6.76K
$1.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 1.43% |
$259K - $293K
|
92K
$24.8M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.28K+ 3.69% |
$256K - $289K
|
35.9K
$9.66M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 18.97% |
$254K - $287K
|
7.95K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.27K+ 3.31% |
$254K - $287K
|
39.6K
$10.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.23K+ 6.37% |
$247K - $279K
|
20.6K
$5.54M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.22K+ 4.16% |
$245K - $276K
|
30.6K
$8.24M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.22K+ 19.72% |
$244K - $276K
|
7.41K
$1.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.22K+ 1.59% |
$244K - $275K
|
77.6K
$20.9M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.21K+ 24.56% |
$243K - $274K
|
6.15K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 45.21% |
$242K - $273K
|
3.88K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 3.3% |
$241K - $272K
|
37.7K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.2K+ 17.69% |
$240K - $271K
|
7.98K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$238K - $268K
|
1.19K
$319K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 3.5% |
$237K - $268K
|
35K
$9.43M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.18K+ 13.88% |
$237K - $267K
|
9.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.18K+ 2.97% |
$236K - $267K
|
40.9K
$11M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.18KNew |
$236K - $266K
|
1.18K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.18KNew |
$236K - $266K
|
1.18K
$317K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.16K+ 3.3% |
$232K - $262K
|
36.3K
$9.76M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1.16K+ 3.16% |
$232K - $262K
|
37.8K
$10.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.16K+ 55.39% |
$231K - $261K
|
3.24K
$873K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.16K+ 2.26% |
$231K - $261K
|
52.3K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 21.97% |
$231K - $261K
|
6.4K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.15K+ 6.06% |
$229K - $259K
|
20K
$5.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$228K - $258K
|
1.14K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.13KNew |
$225K - $254K
|
1.13K
$303K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.13K+ 50.61% |
$225K - $254K
|
3.35K
$901K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 77.52% |
$224K - $253K
|
2.57K
$691K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.12KNew |
$223K - $252K
|
1.12K
$300K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.11K+ 52.6% |
$223K - $251K
|
3.23K
$868K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.11K+ 4.67% |
$223K - $251K
|
24.9K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.11K+ 2.57% |
$222K - $250K
|
44.2K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.1K+ 10.26% |
$221K - $249K
|
11.9K
$3.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.08KNew |
$217K - $245K
|
1.08K
$292K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
1.08K+ 1.66% |
$216K - $244K
|
65.9K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07KNew |
$214K - $241K
|
1.07K
$287K
|