Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
828+ 3.68% |
$154K - $180K
|
23.4K
$6.23M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
817New |
$152K - $178K
|
817
$218K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
809+ 6.17% |
$151K - $176K
|
13.9K
$3.71M
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
805+ 543.92% |
$150K - $175K
|
953
$254K
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
799+ 2.97% |
$149K - $174K
|
27.7K
$7.38M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
793+ 21.3% |
$148K - $172K
|
4.52K
$1.2M
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
787+ 21.64% |
$147K - $171K
|
4.42K
$1.18M
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
781+ 7.7% |
$146K - $170K
|
10.9K
$2.92M
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
753+ 12.7% |
$140K - $164K
|
6.68K
$1.78M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
750+ 52.59% |
$140K - $163K
|
2.18K
$581K
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
740+ 8.62% |
$138K - $161K
|
9.33K
$2.49M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
736+ 8.41% |
$137K - $160K
|
9.49K
$2.53M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
722+ 6.51% |
$135K - $157K
|
11.8K
$3.15M
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
715New |
$133K - $155K
|
715
$191K
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
705+ 38.13% |
$132K - $153K
|
2.55K
$681K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
700New |
$131K - $152K
|
700
$187K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
685+ 1.99% |
$128K - $149K
|
35.2K
$9.39M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
683+ 12.26% |
$127K - $148K
|
6.25K
$1.67M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
675+ 2.21% |
$126K - $147K
|
31.2K
$8.32M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
665New |
$124K - $144K
|
665
$177K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
658New |
$123K - $143K
|
658
$176K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
647+ 31.95% |
$121K - $141K
|
2.67K
$713K
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
628+ 4.53% |
$117K - $136K
|
14.5K
$3.86M
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
626+ 4.97% |
$117K - $136K
|
13.2K
$3.53M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
624New |
$116K - $136K
|
624
$166K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
620+ 3.25% |
$116K - $135K
|
19.7K
$5.26M
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
618+ 12.38% |
$115K - $134K
|
5.61K
$1.5M
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
615New |
$115K - $134K
|
615
$164K
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
608+ 1.69% |
$113K - $132K
|
36.7K
$9.79M
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
601+ 1.48% |
$112K - $131K
|
41.1K
$11M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
596+ 51.25% |
$111K - $129K
|
1.76K
$469K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
590+ 1180.0% |
$110K - $128K
|
640
$171K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
586+ 837.14% |
$109K - $127K
|
656
$175K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
575+ 1.44% |
$107K - $125K
|
40.4K
$10.8M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
568+ 186.23% |
$106K - $123K
|
873
$233K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
563+ 2.65% |
$105K - $122K
|
21.8K
$5.83M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
558+ 6.01% |
$104K - $121K
|
9.84K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
540+ 4.94% |
$101K - $117K
|
11.5K
$3.06M
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
535+ 24.49% |
$99.8K - $116K
|
2.72K
$726K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
530+ 14.2% |
$98.9K - $115K
|
4.26K
$1.14M
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
529+ 1.05% |
$98.7K - $115K
|
51K
$13.6M
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
526+ 29.67% |
$98.1K - $114K
|
2.3K
$613K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
522+ 2.3% |
$97.4K - $113K
|
23.3K
$6.21M
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
510+ 1.03% |
$95.2K - $111K
|
50.3K
$13.4M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
509+ 2.65% |
$95K - $111K
|
19.7K
$5.27M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
508+ 1.53% |
$94.8K - $110K
|
33.7K
$9M
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
504+ 20.91% |
$94K - $109K
|
2.91K
$777K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
502+ 0.73% |
$93.7K - $109K
|
69.5K
$18.6M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
499+ 2.26% |
$93.1K - $108K
|
22.6K
$6.03M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
484+ 2.36% |
$90.3K - $105K
|
21K
$5.6M
|