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
|
North Rock Partners, LLC
|
BUY
|
- |
667New |
$153K - $167K
|
667
$179K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
666+ 28.82% |
$153K - $166K
|
2.98K
$801K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
666+ 0.22% |
$153K - $166K
|
310K
$83.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
635+ 38.53% |
$146K - $159K
|
2.28K
$614K
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
632+ 0.83% |
$145K - $158K
|
76.4K
$20.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
618+ 15450.0% |
$142K - $154K
|
622
$167K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
618+ 13.23% |
$142K - $154K
|
5.29K
$1.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
617+ 3.21% |
$142K - $154K
|
19.9K
$5.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
602+ 3.56% |
$138K - $150K
|
17.5K
$4.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
601+ 23.0% |
$138K - $150K
|
3.21K
$865K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
600+ 52.17% |
$138K - $150K
|
1.75K
$471K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
573+ 0.82% |
$132K - $143K
|
70.6K
$19M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
573+ 25.61% |
$132K - $143K
|
2.81K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
571+ 22.72% |
$131K - $143K
|
3.08K
$830K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
571+ 22.72% |
$131K - $143K
|
3.08K
$830K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
570+ 4.0% |
$131K - $142K
|
14.8K
$3.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
557+ 5.1% |
$128K - $139K
|
11.5K
$3.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
556+ 5.42% |
$128K - $139K
|
10.8K
$2.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
555+ 0.86% |
$128K - $139K
|
65.5K
$17.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
552+ 1.57% |
$127K - $138K
|
35.6K
$9.59M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
540+ 37.19% |
$124K - $135K
|
1.99K
$536K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
537+ 3.78% |
$123K - $134K
|
14.8K
$3.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
531+ 0.7% |
$122K - $133K
|
76.6K
$20.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
529+ 134.26% |
$122K - $132K
|
923
$248K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
529+ 4.14% |
$122K - $132K
|
13.3K
$3.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
527+ 10.95% |
$121K - $132K
|
5.34K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
526+ 5.95% |
$121K - $131K
|
9.37K
$2.52M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
526+ 1.13% |
$121K - $131K
|
46.9K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
525+ 45.65% |
$121K - $131K
|
1.68K
$451K
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
521+ 2.85% |
$120K - $130K
|
18.8K
$5.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
520+ 12.17% |
$120K - $130K
|
4.79K
$1.29M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
507New |
$117K - $127K
|
507
$136K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
504+ 100.0% |
$116K - $126K
|
1.01K
$271K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
500+ 33.9% |
$115K - $125K
|
1.98K
$531K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
497+ 0.16% |
$114K - $124K
|
319K
$85.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
493+ 6.14% |
$113K - $123K
|
8.52K
$2.29M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
493+ 31.24% |
$113K - $123K
|
2.07K
$557K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
490+ 5.75% |
$113K - $122K
|
9.02K
$2.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
487+ 3.85% |
$112K - $122K
|
13.1K
$3.53M
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
487+ 1.97% |
$112K - $122K
|
25.2K
$6.78M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
487+ 1036.17% |
$112K - $122K
|
534
$144K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
484+ 1.24% |
$111K - $121K
|
39.4K
$10.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
466+ 2.05% |
$107K - $116K
|
23.2K
$6.25M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
461+ 15.86% |
$106K - $115K
|
3.37K
$906K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
456+ 0.78% |
$105K - $114K
|
58.7K
$15.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
453+ 21.01% |
$104K - $113K
|
2.61K
$702K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
452+ 5.67% |
$104K - $113K
|
8.42K
$2.27M
|
|
|
Oct 18, 2021
Q3 2021
|
Refined Wealth Management
|
BUY
|
- |
450+ 2.31% |
$103K - $112K
|
20K
$5.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
449+ 7.31% |
$103K - $112K
|
6.59K
$1.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
436+ 4.42% |
$100K - $109K
|
10.3K
$2.77M
|