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
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-12- 2.09% |
$2.26K - $2.73K
|
563
$148K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-13- 0.27% |
$2.44K - $2.96K
|
4.82K
$1.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13- 0.19% |
$2.44K - $2.96K
|
6.8K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-13- 1.75% |
$2.44K - $2.96K
|
731
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14- 0.52% |
$2.63K - $3.18K
|
2.67K
$701K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-16- 1.13% |
$3.01K - $3.64K
|
1.39K
$366K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16- 1.14% |
$3.01K - $3.64K
|
1.39K
$365K
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-17- 0.5% |
$3.2K - $3.87K
|
3.39K
$890K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18- 0.03% |
$3.38K - $4.09K
|
63.3K
$16.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-18- 0.65% |
$3.38K - $4.09K
|
2.75K
$722K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-18- 0.97% |
$3.38K - $4.09K
|
1.84K
$482K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 46.51% |
$3.76K - $4.55K
|
23
$6.04K
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
SELL
|
- |
-20- 0.53% |
$3.76K - $4.55K
|
3.76K
$989K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-20- 1.35% |
$3.76K - $4.55K
|
1.46K
$384K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20- 0.45% |
$3.76K - $4.55K
|
4.44K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-20- 0.42% |
$3.76K - $4.55K
|
4.69K
$1.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-21- 2.85% |
$3.95K - $4.78K
|
715
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-21- 0.63% |
$3.95K - $4.78K
|
3.29K
$864K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-22- 2.11% |
$4.14K - $5K
|
1.02K
$269K
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-23- 1.79% |
$4.32K - $5.23K
|
1.26K
$331K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-23- 0.78% |
$4.32K - $5.23K
|
2.92K
$767K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-23- 1.62% |
$4.32K - $5.23K
|
1.4K
$367K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-25- 0.11% |
$4.7K - $5.69K
|
23.6K
$6.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
SELL
|
- |
-25- 0.15% |
$4.7K - $5.69K
|
16.7K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-25- 6.98% |
$4.7K - $5.69K
|
333
$87.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25- 0.31% |
$4.7K - $5.69K
|
8.16K
$2.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-26- 1.03% |
$4.89K - $5.91K
|
2.5K
$657K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27- 0.63% |
$5.08K - $6.14K
|
4.25K
$1.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-28- 1.1% |
$5.26K - $6.37K
|
2.51K
$660K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-28- 0.53% |
$5.26K - $6.37K
|
5.21K
$1.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-31- 0.76% |
$5.83K - $7.05K
|
4.04K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-31- 1.0% |
$5.83K - $7.05K
|
3.06K
$805K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-32- 0.05% |
$6.02K - $7.28K
|
65.9K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-32- 0.5% |
$6.02K - $7.28K
|
6.31K
$1.66M
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-35- 15.22% |
$6.58K - $7.96K
|
195
$51.2K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.89% |
$6.58K - $7.96K
|
1.81K
$476K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-35- 1.92% |
$6.58K - $7.96K
|
1.79K
$469K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-36- 0.7% |
$6.77K - $8.19K
|
5.14K
$1.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-37- 3.12% |
$6.96K - $8.41K
|
1.15K
$302K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-37- 1.78% |
$6.96K - $8.41K
|
2.04K
$535K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-38- 4.26% |
$7.14K - $8.64K
|
854
$224K
|
|
|
Oct 26, 2022
Q3 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-40- 0.39% |
$7.52K - $9.1K
|
10.3K
$2.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-43- 0.41% |
$8.08K - $9.78K
|
10.5K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43- 1.24% |
$8.08K - $9.78K
|
3.43K
$903K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-43- 70.49% |
$8.08K - $9.78K
|
18
$4.73K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-44- 1.28% |
$8.27K - $10K
|
3.39K
$891K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-46- 2.91% |
$8.65K - $10.5K
|
1.53K
$403K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-46- 2.11% |
$8.65K - $10.5K
|
2.13K
$560K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-47- 2.33% |
$8.84K - $10.7K
|
1.97K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-47- 0.1% |
$8.84K - $10.7K
|
45.6K
$12M
|