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 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-4.69K- 4.17% |
$881K - $1.07M
|
108K
$28.3M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.71K- 13.42% |
$885K - $1.07M
|
30.4K
$7.98M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 8.85% |
$915K - $1.11M
|
50.2K
$13.2M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-5.02K- 40.04% |
$944K - $1.14M
|
7.52K
$1.98M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.1K- 10.5% |
$958K - $1.16M
|
43.4K
$11.4M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.23K- 18.8% |
$983K - $1.19M
|
22.6K
$5.93M
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.29K- 13.4% |
$994K - $1.2M
|
34.2K
$8.99M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.34K- 10.72% |
$1M - $1.21M
|
44.5K
$11.7M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.48KClosed |
$1.03M - $1.25M
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-5.5K- 10.23% |
$1.03M - $1.25M
|
48.3K
$12.7M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.53K- 17.81% |
$1.04M - $1.26M
|
25.5K
$6.71M
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-5.73K- 5.17% |
$1.08M - $1.3M
|
105K
$27.6M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.17K- 2.01% |
$1.16M - $1.4M
|
301K
$79.1M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.24K- 10.49% |
$1.17M - $1.42M
|
53.3K
$14M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-6.28K- 10.97% |
$1.18M - $1.43M
|
50.9K
$13.4M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.59K- 39.93% |
$1.24M - $1.5M
|
9.91K
$2.6M
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.65K- 16.45% |
$1.25M - $1.51M
|
33.8K
$8.88M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.69K- 18.79% |
$1.26M - $1.52M
|
28.9K
$7.6M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.88K- 16.81% |
$1.29M - $1.57M
|
34.1K
$8.95M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.89K- 25.61% |
$1.29M - $1.57M
|
20K
$5.26M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.93K- 7.97% |
$1.3M - $1.58M
|
80K
$21M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-7.01K- 27.14% |
$1.32M - $1.59M
|
18.8K
$4.95M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.29K- 39.57% |
$1.37M - $1.66M
|
11.1K
$2.93M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.53K- 5.08% |
$1.41M - $1.71M
|
141K
$37M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.98K- 3.71% |
$1.5M - $1.81M
|
207K
$54.5M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.15K- 0.21% |
$1.53M - $1.85M
|
3.79M
$996M
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-8.85K- 37.39% |
$1.66M - $2.01M
|
14.8K
$3.9M
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.18K- 36.5% |
$1.73M - $2.09M
|
16K
$4.2M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.27K- 3.0% |
$1.74M - $2.11M
|
300K
$78.7M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.27K- 3.0% |
$1.74M - $2.11M
|
300K
$78.7M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-9.62K- 39.18% |
$1.81M - $2.19M
|
14.9K
$3.92M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-10.3K- 14.8% |
$1.94M - $2.35M
|
59.3K
$15.6M
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-10.6K- 13.99% |
$1.99M - $2.41M
|
65.2K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.4K- 4.12% |
$2.15M - $2.6M
|
266K
$69.9M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-11.5K- 40.69% |
$2.17M - $2.62M
|
16.8K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-15.5K- 20.46% |
$2.91M - $3.51M
|
60.1K
$15.8M
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-16.4K- 99.78% |
$3.09M - $3.73M
|
37
$9.72K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-16.6K- 24.86% |
$3.12M - $3.77M
|
50.1K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-17.4K- 81.89% |
$3.27M - $3.95M
|
3.84K
$1.01M
|
|
Oct 18, 2022
Q3 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-17.5K- 48.18% |
$3.3M - $3.99M
|
18.9K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-19.3K- 31.61% |
$3.63M - $4.39M
|
41.8K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.3K- 3.12% |
$3.81M - $4.61M
|
629K
$165M
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-21.1K- 56.58% |
$3.96M - $4.79M
|
16.2K
$4.25M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.2K- 53.19% |
$3.98M - $4.81M
|
18.6K
$4.89M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.4K- 5.44% |
$4.21M - $5.1M
|
390K
$102M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.6K- 0.37% |
$4.43M - $5.36M
|
6.3M
$1.66B
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.4K- 17.89% |
$4.58M - $5.54M
|
112K
$29.4M
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-25K- 4.37% |
$4.7M - $5.69M
|
548K
$144M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-26.3K- 3.11% |
$4.94M - $5.98M
|
820K
$215M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31.8K- 41.74% |
$5.98M - $7.24M
|
44.4K
$11.7M
|