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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-50- 73.53% |
$9.4K - $11.4K
|
18
$4.73K
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 2.72% |
$9.4K - $11.4K
|
1.79K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.38% |
$9.4K - $11.4K
|
13.1K
$3.44M
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-50- 3.44% |
$9.4K - $11.4K
|
1.4K
$368K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-51- 3.95% |
$9.59K - $11.6K
|
1.24K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-52- 0.69% |
$9.77K - $11.8K
|
7.53K
$1.98M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-53- 1.03% |
$9.96K - $12.1K
|
5.1K
$1.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-53- 0.49% |
$9.96K - $12.1K
|
10.7K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-53- 2.64% |
$9.96K - $12.1K
|
1.96K
$514K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 10.47% |
$10.2K - $12.3K
|
462
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-55- 0.57% |
$10.3K - $12.5K
|
9.6K
$2.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-56- 1.71% |
$10.5K - $12.7K
|
3.22K
$847K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-58- 4.14% |
$10.9K - $13.2K
|
1.34K
$353K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-58- 2.54% |
$10.9K - $13.2K
|
2.23K
$586K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-59- 2.27% |
$11.1K - $13.4K
|
2.54K
$667K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-60- 0.48% |
$11.3K - $13.6K
|
12.4K
$3.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-61- 1.08% |
$11.5K - $13.9K
|
5.56K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-61- 0.94% |
$11.5K - $13.9K
|
6.42K
$1.69M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.49% |
$11.7K - $14.1K
|
4.11K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-63- 1.34% |
$11.8K - $14.3K
|
4.65K
$1.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-63- 4.74% |
$11.8K - $14.3K
|
1.27K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-63- 0.31% |
$11.8K - $14.3K
|
20.2K
$5.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-64- 4.45% |
$12K - $14.6K
|
1.37K
$361K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-67- 4.19% |
$12.6K - $15.2K
|
1.53K
$403K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-69- 0.77% |
$13K - $15.7K
|
8.86K
$2.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-69- 0.13% |
$13K - $15.7K
|
55.1K
$14.5M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-72- 0.57% |
$13.5K - $16.4K
|
12.5K
$3.29M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-75- 0.75% |
$14.1K - $17.1K
|
9.92K
$2.61M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-76- 1.4% |
$14.3K - $17.3K
|
5.35K
$1.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 4.38% |
$15K - $18.2K
|
1.75K
$459K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.45% |
$15.4K - $18.6K
|
18.3K
$4.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-83- 5.35% |
$15.6K - $18.9K
|
1.47K
$386K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-87- 1.42% |
$16.4K - $19.8K
|
6.06K
$1.59M
|
|
|
Mar 30, 2023
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-88- 31.1% |
$16.5K - $20K
|
195
$51.2K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-89- 0.43% |
$16.7K - $20.2K
|
20.8K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-89- 0.71% |
$16.7K - $20.2K
|
12.5K
$3.27M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-90- 1.05% |
$16.9K - $20.5K
|
8.5K
$2.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-92- 1.94% |
$17.3K - $20.9K
|
4.64K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-93- 5.93% |
$17.5K - $21.2K
|
1.48K
$388K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-93- 12.42% |
$17.5K - $21.2K
|
656
$172K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-94- 6.8% |
$17.7K - $21.4K
|
1.29K
$339K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-98- 8.04% |
$18.4K - $22.3K
|
1.12K
$295K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-99- 3.66% |
$18.6K - $22.5K
|
2.61K
$685K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-100- 1.16% |
$18.8K - $22.7K
|
8.5K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.33% |
$18.8K - $22.7K
|
7.41K
$1.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-104- 1.37% |
$19.5K - $23.7K
|
7.46K
$1.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-104- 5.61% |
$19.5K - $23.7K
|
1.75K
$460K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-105- 0.48% |
$19.7K - $23.9K
|
21.7K
$5.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-105- 0.35% |
$19.7K - $23.9K
|
29.8K
$7.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-105- 0.71% |
$19.7K - $23.9K
|
14.7K
$3.86M
|