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 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-9.89K- 24.4% |
$2.27M - $2.47M
|
30.6K
$8.24M
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10.6K- 76.33% |
$2.44M - $2.65M
|
3.3K
$887K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.3K- 70.88% |
$2.82M - $3.06M
|
5.04K
$1.36M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 93.26% |
$3.2M - $3.48M
|
1.01K
$270K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14.7K- 11.27% |
$3.39M - $3.68M
|
116K
$31.2M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-15.3K- 70.48% |
$3.51M - $3.81M
|
6.39K
$1.72M
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-15.9K- 16.17% |
$3.65M - $3.97M
|
82.4K
$22.2M
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-16.4K- 65.21% |
$3.77M - $4.1M
|
8.75K
$2.36M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.6KClosed |
$3.81M - $4.14M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.3K- 12.87% |
$3.97M - $4.31M
|
117K
$31.4M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.8K- 4.66% |
$4.1M - $4.45M
|
364K
$98.1M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-18.4K- 0.3% |
$4.23M - $4.6M
|
6.19M
$1.66B
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-18.8K- 83.86% |
$4.31M - $4.69M
|
3.61K
$971K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-19.5K- 35.26% |
$4.48M - $4.86M
|
35.8K
$9.62M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-19.6K- 13.3% |
$4.5M - $4.89M
|
128K
$34.3M
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-20.9K- 65.96% |
$4.8M - $5.22M
|
10.8K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-26K- 48.3% |
$5.98M - $6.5M
|
27.8K
$7.49M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.1K- 56.09% |
$6.01M - $6.53M
|
20.5K
$5.51M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30.3K- 60.73% |
$6.97M - $7.58M
|
19.6K
$5.28M
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-31.4K- 18.03% |
$7.22M - $7.85M
|
143K
$38.4M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-33.6KClosed |
$7.72M - $8.39M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-35.2K- 29.34% |
$8.09M - $8.79M
|
84.8K
$22.8M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.5K- 30.68% |
$9.08M - $9.86M
|
89.2K
$24M
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-41KClosed |
$9.42M - $10.2M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-41.1K- 77.05% |
$9.45M - $10.3M
|
12.2K
$3.29M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46.2K- 28.88% |
$10.6M - $11.5M
|
114K
$30.6M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51K- 91.59% |
$11.7M - $12.7M
|
4.69K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.7K- 1.45% |
$12.4M - $13.4M
|
3.66M
$984M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-54.8K- 92.61% |
$12.6M - $13.7M
|
4.38K
$1.18M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-56.5KClosed |
$13M - $14.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-60.3K- 9.44% |
$13.9M - $15.1M
|
579K
$156M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-68.4K- 2.42% |
$15.7M - $17.1M
|
2.76M
$742M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-68.4K- 9.52% |
$15.7M - $17.1M
|
650K
$175M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-108K- 5.87% |
$24.9M - $27.1M
|
1.74M
$468M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-124K- 48.48% |
$28.4M - $30.9M
|
131K
$35.4M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-163KClosed |
$37.4M - $40.6M
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-170K- 93.63% |
$39.1M - $42.5M
|
11.6K
$3.11M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-523K- 99.54% |
$120M - $131M
|
2.4K
$647K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-658K- 4.67% |
$151M - $164M
|
13.4M
$3.61B
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.43M- 5.9% |
$328M - $356M
|
22.7M
$6.12B
|
|
Oct 07, 2021
Q3 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.03M- 99.59% |
$1.16B - $1.26B
|
20.9K
$5.63M
|