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
|
Ballast, Inc.
|
BUY
|
- |
625+ 0.51% |
$117K - $142K
|
123K
$34M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
618+ 2.24% |
$116K - $141K
|
28.3K
$7.84M
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
609+ 2.22% |
$114K - $138K
|
28K
$7.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
609+ 3.3% |
$114K - $138K
|
19.1K
$5.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
608+ 13.56% |
$114K - $138K
|
5.09K
$1.41M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
607+ 1.86% |
$114K - $138K
|
33.2K
$9.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
603+ 4.15% |
$113K - $137K
|
15.1K
$4.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
587+ 39.9% |
$110K - $133K
|
2.06K
$571K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
586+ 1.19% |
$110K - $133K
|
49.7K
$13.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
586+ 0.41% |
$110K - $133K
|
144K
$40M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
583+ 11.49% |
$110K - $133K
|
5.66K
$1.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
570+ 13.75% |
$107K - $130K
|
4.72K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
563+ 0.85% |
$106K - $128K
|
66.6K
$18.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
547New |
$103K - $124K
|
547
$152K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
542+ 2.22% |
$102K - $123K
|
25K
$6.93M
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
539+ 1.1% |
$101K - $123K
|
49.7K
$13.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
526+ 3.18% |
$98.9K - $120K
|
17.1K
$4.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
526+ 4.83% |
$98.9K - $120K
|
11.4K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
525+ 1.71% |
$98.7K - $119K
|
31.2K
$8.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
500+ 132.63% |
$94K - $114K
|
877
$243K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
500+ 27.2% |
$94K - $114K
|
2.34K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
495+ 28.22% |
$93.1K - $113K
|
2.25K
$624K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
492+ 5.95% |
$92.5K - $112K
|
8.76K
$2.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
490+ 5.29% |
$92.1K - $111K
|
9.76K
$2.71M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
484+ 5.03% |
$91K - $110K
|
10.1K
$2.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
482+ 2.62% |
$90.6K - $110K
|
18.9K
$5.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
479+ 2.99% |
$90K - $109K
|
16.5K
$4.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
470New |
$88.4K - $107K
|
470
$130K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
464+ 183.4% |
$87.2K - $106K
|
717
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
464+ 6.95% |
$87.2K - $106K
|
7.14K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
463+ 16.79% |
$87K - $105K
|
3.22K
$893K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
460+ 3.47% |
$86.5K - $105K
|
13.7K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
459New |
$86.3K - $104K
|
459
$127K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
454+ 7.48% |
$85.3K - $103K
|
6.52K
$1.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
451+ 11.67% |
$84.8K - $103K
|
4.32K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
449+ 8.69% |
$84.4K - $102K
|
5.62K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
449+ 1.7% |
$84.4K - $102K
|
26.8K
$7.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
445+ 13.49% |
$83.7K - $101K
|
3.74K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
438+ 23.35% |
$82.3K - $99.6K
|
2.31K
$642K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
437+ 1.25% |
$82.1K - $99.4K
|
35.5K
$9.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
429+ 7.52% |
$80.6K - $97.6K
|
6.14K
$1.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
426+ 1.09% |
$80.1K - $96.9K
|
39.4K
$10.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
425+ 5.58% |
$79.9K - $96.7K
|
8.04K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
423+ 2.49% |
$79.5K - $96.2K
|
17.4K
$4.84M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
415+ 23.45% |
$78K - $94.4K
|
2.19K
$606K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
412+ 28.03% |
$77.4K - $93.7K
|
1.88K
$522K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
408+ 6.09% |
$76.7K - $92.8K
|
7.11K
$1.97M
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
402+ 0.97% |
$75.6K - $91.4K
|
41.9K
$11.6M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 12.12% |
$75.2K - $91K
|
3.7K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
400+ 18.08% |
$75.2K - $91K
|
2.61K
$725K
|