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 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
950New |
$218K - $237K
|
950
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
935New |
$215K - $234K
|
935
$252K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
935+ 5.12% |
$215K - $234K
|
19.2K
$5.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
927+ 4.25% |
$213K - $232K
|
22.7K
$6.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
922New |
$212K - $230K
|
922
$248K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
915New |
$210K - $229K
|
915
$246K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
911+ 3.0% |
$209K - $228K
|
31.2K
$8.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
903+ 9.89% |
$208K - $226K
|
10K
$2.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
861New |
$198K - $215K
|
861
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
860+ 56.36% |
$198K - $215K
|
2.39K
$642K
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
857New |
$197K - $214K
|
857
$231K
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
856+ 8.32% |
$197K - $214K
|
11.1K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
851+ 11.07% |
$196K - $213K
|
8.54K
$2.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
846New |
$194K - $211K
|
846
$228K
|
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
846New |
$194K - $211K
|
846
$228K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
840+ 17.37% |
$193K - $210K
|
5.68K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
836+ 0.63% |
$192K - $209K
|
135K
$36.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
828+ 0.8% |
$190K - $207K
|
105K
$28.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
819+ 7.43% |
$188K - $205K
|
11.8K
$3.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
817+ 4.88% |
$188K - $204K
|
17.6K
$4.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
815+ 5.77% |
$187K - $204K
|
14.9K
$4.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
800+ 2.67% |
$184K - $200K
|
30.8K
$8.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
795+ 3.65% |
$183K - $199K
|
22.6K
$6.07M
|
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
791+ 2.04% |
$182K - $198K
|
39.6K
$10.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
785+ 2.36% |
$180K - $196K
|
34K
$9.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
784+ 2.24% |
$180K - $196K
|
35.8K
$9.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
783+ 23.98% |
$180K - $196K
|
4.05K
$1.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
782+ 5.35% |
$180K - $195K
|
15.4K
$4.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
779New |
$179K - $195K
|
779
$210K
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
775+ 0.96% |
$178K - $194K
|
81.1K
$21.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
775+ 3.74% |
$178K - $194K
|
21.5K
$5.79M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
760+ 3.48% |
$175K - $190K
|
22.6K
$6.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
756+ 2.08% |
$174K - $189K
|
37K
$9.97M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
754+ 6.85% |
$173K - $188K
|
11.8K
$3.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
746+ 1.12% |
$171K - $186K
|
67.4K
$18.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
745+ 2.23% |
$171K - $186K
|
34.2K
$9.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
744+ 5.35% |
$171K - $186K
|
14.7K
$3.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
737+ 18.42% |
$169K - $184K
|
4.74K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
736+ 0.65% |
$169K - $184K
|
114K
$30.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
735+ 57.87% |
$169K - $184K
|
2.01K
$539K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
732+ 11.19% |
$168K - $183K
|
7.27K
$1.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
729+ 11.64% |
$168K - $182K
|
6.99K
$1.88M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
728+ 1.1% |
$167K - $182K
|
67.1K
$18.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
717New |
$165K - $179K
|
717
$193K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
707+ 4.71% |
$163K - $177K
|
15.7K
$4.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
702+ 14.32% |
$161K - $175K
|
5.6K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
688+ 14.05% |
$158K - $172K
|
5.59K
$1.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
682+ 70.38% |
$157K - $170K
|
1.65K
$444K
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
673+ 1.95% |
$155K - $168K
|
35.3K
$9.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
668+ 0.38% |
$154K - $167K
|
178K
$48M
|