Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.6KNew |
$3.92M - $4.42M
|
19.6K
$5.26M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18.5K+ 11.07% |
$3.71M - $4.19M
|
186K
$50M
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
17.9K+ 27.5% |
$3.59M - $4.06M
|
83.2K
$22.4M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.1K+ 8.96% |
$3.43M - $3.87M
|
208K
$56M
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
17K+ 2.09% |
$3.41M - $3.85M
|
832K
$224M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
17K+ 2.09% |
$3.41M - $3.85M
|
832K
$224M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
16.4K+ 7.94% |
$3.28M - $3.71M
|
223K
$60M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.3KNew |
$3.26M - $3.68M
|
16.3K
$4.38M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
16.1K+ 43610.81% |
$3.23M - $3.65M
|
16.2K
$4.35M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.7K+ 13.99% |
$3.14M - $3.55M
|
128K
$34.4M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15K+ 30.79% |
$3.01M - $3.4M
|
63.9K
$17.2M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15K+ 29.73% |
$3M - $3.39M
|
65.4K
$17.6M
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
14.7K+ 39.31% |
$2.94M - $3.32M
|
52.1K
$14M
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
13.7K+ 68.92% |
$2.75M - $3.1M
|
33.7K
$9.06M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.4K+ 26.88% |
$2.67M - $3.02M
|
63K
$17M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
13KNew |
$2.61M - $2.94M
|
13K
$3.51M
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
13KNew |
$2.6M - $2.94M
|
13K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.8K+ 8.06% |
$2.56M - $2.89M
|
171K
$46.1M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.8K+ 454.67% |
$2.55M - $2.88M
|
15.6K
$4.19M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12.6K+ 26.47% |
$2.52M - $2.85M
|
60.2K
$16.2M
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.5K+ 1.1% |
$2.49M - $2.81M
|
1.14M
$307M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.1K+ 41.44% |
$2.43M - $2.74M
|
41.5K
$11.2M
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
12.1K+ 14.4% |
$2.43M - $2.74M
|
96.3K
$25.9M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.9K+ 31.16% |
$2.39M - $2.7M
|
50.3K
$13.5M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
11.9K+ 13.75% |
$2.38M - $2.69M
|
98.3K
$26.5M
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.3K+ 22.4% |
$2.25M - $2.55M
|
61.5K
$16.6M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 1.99% |
$2.24M - $2.53M
|
574K
$155M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
11K+ 246.9% |
$2.2M - $2.48M
|
15.4K
$4.16M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10.8K+ 11.76% |
$2.17M - $2.45M
|
103K
$27.7M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
10.6KNew |
$2.13M - $2.4M
|
10.6K
$2.86M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.6K+ 2.85% |
$2.12M - $2.39M
|
381K
$103M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4K+ 147.81% |
$2.08M - $2.35M
|
17.4K
$4.68M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 1.53% |
$2.04M - $2.31M
|
679K
$183M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2K+ 1.53% |
$2.04M - $2.31M
|
679K
$183M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2K+ 1589.84% |
$2.04M - $2.3M
|
10.8K
$2.91M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.2KNew |
$2.04M - $2.3M
|
10.2K
$2.74M
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10KNew |
$2M - $2.26M
|
10K
$2.69M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
10KNew |
$2M - $2.26M
|
10K
$2.69M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.99K+ 90.11% |
$2M - $2.26M
|
21.1K
$5.67M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.66K+ 4575.83% |
$1.93M - $2.18M
|
9.87K
$2.65M
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
9.57K+ 66.26% |
$1.92M - $2.16M
|
24K
$6.46M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
9.53K+ 61.08% |
$1.91M - $2.15M
|
25.1K
$6.76M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.38K+ 10.99% |
$1.88M - $2.12M
|
94.8K
$25.5M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
9.37KNew |
$1.87M - $2.12M
|
9.37K
$2.52M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.29K+ 27.25% |
$1.86M - $2.1M
|
43.4K
$11.7M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.23K+ 29.77% |
$1.85M - $2.09M
|
40.3K
$10.8M
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.96K+ 32.39% |
$1.79M - $2.03M
|
36.6K
$9.85M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.89KNew |
$1.78M - $2.01M
|
8.89K
$2.39M
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8.8KNew |
$1.76M - $1.99M
|
8.8K
$2.37M
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
8.74K+ 6.12% |
$1.75M - $1.98M
|
152K
$40.8M
|