Purchases and Sales Made in Q3 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
16+ 0.74% |
$3.01K - $3.64K
|
2.18K
$573K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
15+ 0.19% |
$2.82K - $3.41K
|
7.93K
$2.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
15+ 0.25% |
$2.82K - $3.41K
|
6.06K
$1.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
15+ 0.31% |
$2.82K - $3.41K
|
4.9K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15+ 1.88% |
$2.82K - $3.41K
|
815
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 0.61% |
$2.82K - $3.41K
|
2.49K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
15+ 0.65% |
$2.82K - $3.41K
|
2.32K
$611K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14+ 0.39% |
$2.63K - $3.18K
|
3.62K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 22.22% |
$2.63K - $3.18K
|
77
$20.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.68% |
$2.44K - $2.96K
|
1.93K
$507K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 7.95% |
$2.26K - $2.73K
|
163
$42.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
12+ 0.44% |
$2.26K - $2.73K
|
2.75K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
12+ 0.79% |
$2.26K - $2.73K
|
1.53K
$401K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$2.07K - $2.5K
|
3.73K
$981K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 2.75% |
$2.07K - $2.5K
|
411
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.71% |
$2.07K - $2.5K
|
1.57K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.21% |
$2.07K - $2.5K
|
5.16K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 1.51% |
$2.07K - $2.5K
|
740
$194K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.45% |
$1.88K - $2.27K
|
2.25K
$592K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10+ 0.2% |
$1.88K - $2.27K
|
5K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
10+ 0.21% |
$1.88K - $2.27K
|
4.86K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
9New |
$1.69K - $2.05K
|
9
$2.37K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.23% |
$1.69K - $2.05K
|
3.9K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
9+ 0.39% |
$1.69K - $2.05K
|
2.32K
$609K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
8+ 0.22% |
$1.5K - $1.82K
|
3.66K
$961K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.14% |
$1.5K - $1.82K
|
5.71K
$1.5M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 16.0% |
$1.5K - $1.82K
|
58
$15.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
7+ 0.3% |
$1.32K - $1.59K
|
2.34K
$614K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.14% |
$1.32K - $1.59K
|
5.14K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
7+ 0.44% |
$1.32K - $1.59K
|
1.58K
$416K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.43% |
$1.32K - $1.59K
|
1.65K
$433K
|
|
|
Oct 20, 2022
Q3 2022
|
Refined Wealth Management
|
BUY
|
- |
6+ 0.11% |
$1.13K - $1.36K
|
5.65K
$1.49M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
6+ 0.17% |
$1.13K - $1.36K
|
3.44K
$903K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$1.13K - $1.36K
|
4.28K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.43% |
$1.13K - $1.36K
|
1.4K
$368K
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6+ 0.04% |
$1.13K - $1.36K
|
14.5K
$3.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.46% |
$940 - $1.14K
|
1.1K
$290K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
5+ 0.2% |
$940 - $1.14K
|
2.54K
$669K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.06% |
$940 - $1.14K
|
8.14K
$2.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
5+ 0.34% |
$940 - $1.14K
|
1.48K
$390K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4+ 0.18% |
$752 - $910
|
2.23K
$586K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
4+ 0.19% |
$752 - $910
|
2.16K
$568K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
4+ 0.08% |
$752 - $910
|
5.02K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
4+ 0.08% |
$752 - $910
|
5.08K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.2% |
$752 - $910
|
2.04K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
4+ 0.05% |
$752 - $910
|
7.31K
$1.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.36% |
$564 - $682
|
845
$222K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$564 - $682
|
639
$168K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.26% |
$564 - $682
|
1.16K
$304K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$564 - $682
|
6.41K
$1.69M
|