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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-26- 0.04% |
$5.98K - $6.49K
|
63.1K
$17M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 2.44% |
$5.98K - $6.49K
|
1.04K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29- 0.31% |
$6.67K - $7.24K
|
9.29K
$2.5M
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-30- 1.37% |
$6.9K - $7.49K
|
2.16K
$581K
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-30- 1.79% |
$6.9K - $7.49K
|
1.65K
$443K
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-30- 2.93% |
$6.9K - $7.49K
|
994
$267K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-34- 25.37% |
$7.82K - $8.49K
|
100
$26.9K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 0.56% |
$8.05K - $8.74K
|
6.2K
$1.67M
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-35- 3.09% |
$8.05K - $8.74K
|
1.1K
$295K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-35- 0.6% |
$8.05K - $8.74K
|
5.8K
$1.56M
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-35- 1.12% |
$8.05K - $8.74K
|
3.09K
$832K
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 2.84% |
$8.05K - $8.74K
|
1.2K
$322K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-39Closed |
$8.97K - $9.74K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 9.39% |
$9.2K - $9.99K
|
386
$104K
|
|
Nov 04, 2021
Q3 2021
|
Riverstone Advisors, LLC
|
SELL
|
- |
-41- 3.94% |
$9.43K - $10.2K
|
1K
$269K
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-41- 0.48% |
$9.43K - $10.2K
|
8.56K
$2.3M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-41- 0.21% |
$9.43K - $10.2K
|
19.2K
$5.17M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-42- 0.78% |
$9.65K - $10.5K
|
5.38K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-44Closed |
$10.1K - $11K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-45- 2.18% |
$10.3K - $11.2K
|
2.02K
$544K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-45- 3.29% |
$10.3K - $11.2K
|
1.32K
$356K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-45- 0.74% |
$10.3K - $11.2K
|
6.02K
$1.62M
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-45- 2.68% |
$10.3K - $11.2K
|
1.64K
$440K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-45- 8.35% |
$10.3K - $11.2K
|
494
$133K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-45- 0.17% |
$10.3K - $11.2K
|
26.3K
$7.07M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 1.64% |
$10.6K - $11.5K
|
2.76K
$743K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-47- 1.08% |
$10.8K - $11.7K
|
4.3K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-48- 4.22% |
$11K - $12K
|
1.09K
$293K
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-49- 3.71% |
$11.3K - $12.2K
|
1.27K
$343K
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.32% |
$11.5K - $12.5K
|
15.5K
$4.16M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 0.3% |
$11.5K - $12.5K
|
16.6K
$4.45M
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-53- 0.43% |
$12.2K - $13.2K
|
12.2K
$3.28M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-54- 5.33% |
$12.4K - $13.5K
|
960
$258K
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 3.5% |
$12.6K - $13.7K
|
1.52K
$408K
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-55- 2.51% |
$12.6K - $13.7K
|
2.13K
$574K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-57- 0.64% |
$13.1K - $14.2K
|
8.86K
$2.38M
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-58- 0.5% |
$13.3K - $14.5K
|
11.4K
$3.08M
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-59- 3.96% |
$13.6K - $14.7K
|
1.43K
$385K
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-60- 3.46% |
$13.8K - $15K
|
1.67K
$450K
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-62- 0.2% |
$14.3K - $15.5K
|
30.6K
$8.24M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-63- 4.41% |
$14.5K - $15.7K
|
1.37K
$368K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-67- 0.43% |
$15.4K - $16.7K
|
15.6K
$4.19M
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-68- 1.07% |
$15.6K - $17K
|
6.27K
$1.69M
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-69- 0.46% |
$15.9K - $17.2K
|
14.8K
$3.99M
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-73- 0.42% |
$16.8K - $18.2K
|
17.4K
$4.68M
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-75- 3.67% |
$17.2K - $18.7K
|
1.97K
$529K
|
|
Nov 12, 2021
Q3 2021
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-75- 0.5% |
$17.2K - $18.7K
|
15K
$4.02M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-77- 12.36% |
$17.7K - $19.2K
|
546
$147K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-79- 4.14% |
$18.2K - $19.7K
|
1.83K
$492K
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.27% |
$18.4K - $20K
|
3.45K
$927K
|