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 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-238- 2.46% |
$44.4K - $51.7K
|
9.44K
$2.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-240- 15.73% |
$44.8K - $52.1K
|
1.29K
$346K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-249- 2.57% |
$46.5K - $54.1K
|
9.46K
$2.54M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-252- 54.43% |
$47K - $54.7K
|
211
$56.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-254- 1.33% |
$47.4K - $55.2K
|
18.8K
$5.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-255- 0.9% |
$47.6K - $55.4K
|
27.9K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-255- 9.76% |
$47.6K - $55.4K
|
2.36K
$634K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-264- 20.92% |
$49.3K - $57.4K
|
998
$269K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-264- 4.06% |
$49.3K - $57.4K
|
6.25K
$1.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-268- 5.26% |
$50K - $58.2K
|
4.83K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-273- 6.34% |
$50.9K - $59.3K
|
4.04K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-273- 1.02% |
$50.9K - $59.3K
|
26.6K
$7.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-278- 9.31% |
$51.9K - $60.4K
|
2.71K
$728K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-279- 0.78% |
$52.1K - $60.6K
|
35.6K
$9.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-280- 0.82% |
$52.2K - $60.8K
|
33.8K
$9.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-280- 8.76% |
$52.2K - $60.8K
|
2.92K
$785K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-281- 2.03% |
$52.4K - $61.1K
|
13.6K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-285- 0.45% |
$53.2K - $61.9K
|
62.6K
$16.8M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-291- 10.76% |
$54.3K - $63.2K
|
2.41K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-294- 1.22% |
$54.9K - $63.9K
|
23.7K
$6.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-295- 7.18% |
$55K - $64.1K
|
3.81K
$1.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-299- 1.05% |
$55.8K - $65K
|
28.1K
$7.56M
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-299- 0.83% |
$55.8K - $65K
|
35.8K
$9.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-299- 1.28% |
$55.8K - $65K
|
23K
$6.18M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-299- 1.28% |
$55.8K - $65K
|
23K
$6.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-300- 2.37% |
$56K - $65.2K
|
12.4K
$3.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-306- 30.42% |
$57.1K - $66.5K
|
700
$188K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-308- 17.51% |
$57.5K - $66.9K
|
1.45K
$390K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-310- 16.71% |
$57.8K - $67.4K
|
1.55K
$416K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-311- 3.18% |
$58K - $67.6K
|
9.46K
$2.54M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-311- 11.69% |
$58K - $67.6K
|
2.35K
$632K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-314- 2.54% |
$58.6K - $68.2K
|
12.1K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-314- 1.79% |
$58.6K - $68.2K
|
17.2K
$4.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-315- 11.82% |
$58.8K - $68.4K
|
2.35K
$632K
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-315- 2.18% |
$58.8K - $68.4K
|
14.1K
$3.81M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-325- 13.16% |
$60.6K - $70.6K
|
2.15K
$577K
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-328- 0.95% |
$61.2K - $71.3K
|
34.1K
$9.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-331- 4.19% |
$61.8K - $71.9K
|
7.56K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-338- 2.1% |
$63.1K - $73.4K
|
15.7K
$4.23M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-345- 6.28% |
$64.4K - $75K
|
5.15K
$1.39M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-349- 6.24% |
$65.1K - $75.8K
|
5.25K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-355- 4.21% |
$66.2K - $77.1K
|
8.08K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-358- 0.34% |
$66.8K - $77.8K
|
106K
$28.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-363- 8.39% |
$67.7K - $78.9K
|
3.96K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-368- 19.52% |
$68.7K - $80K
|
1.52K
$408K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-372- 8.01% |
$69.4K - $80.8K
|
4.27K
$1.15M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-377- 20.53% |
$70.3K - $81.9K
|
1.46K
$393K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-392- 4.13% |
$73.1K - $85.2K
|
9.1K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-392- 20.69% |
$73.1K - $85.2K
|
1.5K
$404K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-394- 5.46% |
$73.5K - $85.6K
|
6.82K
$1.84M
|