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 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
431+ 1.46% |
$99.1K - $108K
|
30K
$8.06M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
431+ 17.51% |
$99.1K - $108K
|
2.89K
$778K
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
427+ 9.51% |
$98.2K - $107K
|
4.92K
$1.32M
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
418+ 1.24% |
$96.1K - $104K
|
34.2K
$9.2M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
411+ 2.66% |
$94.5K - $103K
|
15.8K
$4.26M
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
410+ 1.05% |
$94.3K - $102K
|
39.5K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
404New |
$92.9K - $101K
|
404
$109K
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
398+ 2.38% |
$91.5K - $99.4K
|
17.1K
$4.61M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
395+ 106.76% |
$90.8K - $98.7K
|
765
$206K
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
394+ 12.3% |
$90.6K - $98.4K
|
3.6K
$968K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
394+ 0.96% |
$90.6K - $98.4K
|
41.6K
$11.2M
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
391+ 3.94% |
$89.9K - $97.7K
|
10.3K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
384+ 3.99% |
$88.3K - $95.9K
|
10K
$2.7M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
381+ 14.82% |
$87.6K - $95.2K
|
2.95K
$794K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
376+ 6.35% |
$86.4K - $93.9K
|
6.3K
$1.7M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
365+ 29.55% |
$83.9K - $91.2K
|
1.6K
$430K
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
363+ 17.49% |
$83.4K - $90.7K
|
2.44K
$656K
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
356+ 3.23% |
$81.8K - $88.9K
|
11.4K
$3.06M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
353+ 16.34% |
$81.1K - $88.2K
|
2.51K
$676K
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
351+ 1.91% |
$80.7K - $87.7K
|
18.7K
$5.04M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
350+ 6.58% |
$80.5K - $87.4K
|
5.67K
$1.52M
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
347+ 10.01% |
$79.8K - $86.7K
|
3.81K
$1.03M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
341+ 1.99% |
$78.4K - $85.2K
|
17.5K
$4.71M
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
333New |
$76.6K - $83.2K
|
333
$89.6K
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
325+ 282.61% |
$74.7K - $81.2K
|
440
$118K
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
318+ 6.57% |
$73.1K - $79.4K
|
5.16K
$1.39M
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
315+ 2.17% |
$72.4K - $78.7K
|
14.8K
$3.98M
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
307+ 33.44% |
$70.6K - $76.7K
|
1.23K
$330K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
307+ 8.71% |
$70.6K - $76.7K
|
3.83K
$1.03M
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
305+ 0.19% |
$70.1K - $76.2K
|
160K
$43.2M
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
304+ 1.71% |
$69.9K - $75.9K
|
18K
$4.85M
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
299+ 0.59% |
$68.7K - $74.7K
|
50.8K
$13.7M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
299+ 47.46% |
$68.7K - $74.7K
|
929
$250K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
296+ 11.73% |
$68K - $73.9K
|
2.82K
$759K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
295+ 11.17% |
$67.8K - $73.7K
|
2.94K
$790K
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
291+ 1.28% |
$66.9K - $72.7K
|
23.1K
$6.21M
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
291+ 2.86% |
$66.9K - $72.7K
|
10.5K
$2.82M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
287New |
$66K - $71.7K
|
287
$77.2K
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
284+ 2.57% |
$65.3K - $70.9K
|
11.4K
$3.06M
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
282+ 5.76% |
$64.8K - $70.4K
|
5.18K
$1.39M
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
277+ 6.38% |
$63.7K - $69.2K
|
4.62K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
276+ 3.67% |
$63.4K - $68.9K
|
7.79K
$2.1M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
273+ 0.35% |
$62.8K - $68.2K
|
78K
$21M
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
273+ 4.49% |
$62.8K - $68.2K
|
6.35K
$1.71M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
264+ 1.03% |
$60.7K - $65.9K
|
25.8K
$6.95M
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
264+ 3.98% |
$60.7K - $65.9K
|
6.89K
$1.85M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
262+ 8.01% |
$60.2K - $65.4K
|
3.53K
$951K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
262+ 2.38% |
$60.2K - $65.4K
|
11.3K
$3.03M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
258+ 5.65% |
$59.3K - $64.4K
|
4.82K
$1.3M
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
256+ 111.79% |
$58.8K - $63.9K
|
485
$130K
|