Purchases and Sales Made in Q3 2021 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 2021. 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 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
256+ 4.8% |
$58.8K - $63.9K
|
5.59K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
256+ 1.31% |
$58.8K - $63.9K
|
19.7K
$5.31M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
256+ 9.22% |
$58.8K - $63.9K
|
3.03K
$816K
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
255+ 16.13% |
$58.6K - $63.7K
|
1.84K
$494K
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
250+ 5.23% |
$57.5K - $62.5K
|
5.03K
$1.35M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
250+ 1.53% |
$57.5K - $62.5K
|
16.6K
$4.47M
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
247+ 1.46% |
$56.8K - $61.7K
|
17.2K
$4.63M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
247+ 1.79% |
$56.8K - $61.7K
|
14K
$3.77M
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240+ 8.81% |
$55.2K - $60K
|
2.97K
$798K
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
238+ 17.25% |
$54.7K - $59.5K
|
1.62K
$435K
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
238+ 5.95% |
$54.7K - $59.5K
|
4.24K
$1.14M
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
226+ 55.67% |
$52K - $56.5K
|
632
$170K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
220+ 0.55% |
$50.6K - $55K
|
40.3K
$10.8M
|
|
Oct 19, 2021
Q3 2021
|
Blossom Wealth Management
|
BUY
|
- |
219+ 24.58% |
$50.3K - $54.7K
|
1.11K
$299K
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
216+ 15.78% |
$49.7K - $54K
|
1.59K
$426K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
216+ 0.41% |
$49.7K - $54K
|
53.3K
$14.4M
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
215+ 8.96% |
$49.4K - $53.7K
|
2.61K
$703K
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
214+ 2.7% |
$49.2K - $53.5K
|
8.14K
$2.19M
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
211+ 1.29% |
$48.5K - $52.7K
|
16.5K
$4.45M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
209+ 8.21% |
$48K - $52.2K
|
2.76K
$742K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
209+ 0.73% |
$48K - $52.2K
|
29K
$7.8M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
208+ 2.31% |
$47.8K - $52K
|
9.23K
$2.48M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
208+ 1.23% |
$47.8K - $52K
|
17.1K
$4.61M
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
207+ 14.1% |
$47.6K - $51.7K
|
1.68K
$451K
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
200+ 0.43% |
$46K - $50K
|
46.5K
$12.5M
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200+ 23.04% |
$46K - $50K
|
1.07K
$287K
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
200+ 2.23% |
$46K - $50K
|
9.15K
$2.46M
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
199+ 0.29% |
$45.7K - $49.7K
|
68.1K
$18.3M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
190+ 3.57% |
$43.7K - $47.5K
|
5.52K
$1.48M
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
187+ 4.65% |
$43K - $46.7K
|
4.21K
$1.13M
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
185+ 12.72% |
$42.5K - $46.2K
|
1.64K
$441K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
184New |
$42.3K - $46K
|
184
$49.5K
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
184+ 2.8% |
$42.3K - $46K
|
6.75K
$1.82M
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
183+ 0.14% |
$42.1K - $45.7K
|
131K
$35.3M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
183+ 2.57% |
$42.1K - $45.7K
|
7.3K
$1.96M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
182+ 2.56% |
$41.8K - $45.5K
|
7.3K
$1.96M
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
180+ 4.15% |
$41.4K - $45K
|
4.52K
$1.22M
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
179+ 1.72% |
$41.1K - $44.7K
|
10.6K
$2.84M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
175+ 3.43% |
$40.2K - $43.7K
|
5.28K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
171+ 1.26% |
$39.3K - $42.7K
|
13.7K
$3.69M
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
170+ 5.86% |
$39.1K - $42.5K
|
3.07K
$827K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
166+ 16.1% |
$38.2K - $41.5K
|
1.2K
$322K
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
164+ 8.31% |
$37.7K - $41K
|
2.14K
$575K
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
154+ 0.67% |
$35.4K - $38.5K
|
23K
$6.19M
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
150+ 10.32% |
$34.5K - $37.5K
|
1.6K
$432K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
149+ 3.04% |
$34.3K - $37.2K
|
5.05K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
145+ 3.26% |
$33.3K - $36.2K
|
4.59K
$1.23M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
140+ 7.09% |
$32.2K - $35K
|
2.11K
$569K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
139+ 11.58% |
$32K - $34.7K
|
1.34K
$360K
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
138+ 13.21% |
$31.7K - $34.5K
|
1.18K
$318K
|