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 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-435- 12.46% |
$100K - $109K
|
3.06K
$822K
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-439- 16.7% |
$101K - $110K
|
2.19K
$589K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-442- 1.29% |
$102K - $110K
|
33.9K
$9.13M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-444- 2.08% |
$102K - $111K
|
20.9K
$5.62M
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-446- 4.89% |
$103K - $111K
|
8.67K
$2.33M
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-465- 0.49% |
$107K - $116K
|
93.6K
$25.2M
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-474- 1.24% |
$109K - $118K
|
37.8K
$10.2M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-477- 24.44% |
$110K - $119K
|
1.48K
$397K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-477- 0.63% |
$110K - $119K
|
75.8K
$20.4M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-478- 70.61% |
$110K - $119K
|
199
$53.5K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-485- 3.64% |
$111K - $121K
|
12.8K
$3.45M
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-487- 1.95% |
$112K - $122K
|
24.5K
$6.6M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 12.44% |
$115K - $125K
|
3.52K
$947K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-506- 4.98% |
$116K - $126K
|
9.66K
$2.6M
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-507Closed |
$117K - $127K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-511- 0.2% |
$117K - $128K
|
253K
$68.1M
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-512- 11.67% |
$118K - $128K
|
3.88K
$1.04M
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-515- 2.7% |
$118K - $129K
|
18.6K
$5M
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-520- 3.36% |
$120K - $130K
|
15K
$4.02M
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-523- 1.94% |
$120K - $131K
|
26.4K
$7.1M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-524- 1.59% |
$120K - $131K
|
32.4K
$8.71M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-526- 20.32% |
$121K - $131K
|
2.06K
$555K
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-535- 37.08% |
$123K - $134K
|
908
$244K
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-543- 4.73% |
$125K - $136K
|
10.9K
$2.94M
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-550- 34.92% |
$126K - $137K
|
1.03K
$276K
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-566- 2.75% |
$130K - $141K
|
20K
$5.38M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-566- 5.06% |
$130K - $141K
|
10.6K
$2.86M
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-592- 15.9% |
$136K - $148K
|
3.13K
$842K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-594- 15.1% |
$137K - $148K
|
3.34K
$898K
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-598- 2.36% |
$137K - $149K
|
24.8K
$6.66M
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-610- 14.75% |
$140K - $152K
|
3.53K
$949K
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
SELL
|
- |
-610- 2.65% |
$140K - $152K
|
22.4K
$6.03M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-617Closed |
$142K - $154K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-617- 2.87% |
$142K - $154K
|
20.9K
$5.62M
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-624- 2.85% |
$143K - $156K
|
21.3K
$5.73M
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-642- 39.61% |
$148K - $160K
|
979
$263K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-673Closed |
$155K - $168K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-717- 3.98% |
$165K - $179K
|
17.3K
$4.66M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-718- 4.07% |
$165K - $179K
|
16.9K
$4.56M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-752- 5.28% |
$173K - $188K
|
13.5K
$3.63M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-783- 1.24% |
$180K - $196K
|
62.6K
$16.8M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-791- 38.18% |
$182K - $198K
|
1.28K
$345K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-807- 1.52% |
$186K - $202K
|
52.2K
$14M
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-818- 2.99% |
$188K - $204K
|
26.5K
$7.14M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-823- 9.24% |
$189K - $206K
|
8.09K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-829- 1.43% |
$191K - $207K
|
57K
$15.3M
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-849- 1.53% |
$195K - $212K
|
54.5K
$14.7M
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-872- 4.11% |
$200K - $218K
|
20.4K
$5.48M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-900- 1.58% |
$207K - $225K
|
55.9K
$15M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-902- 6.4% |
$207K - $225K
|
13.2K
$3.55M
|