Purchases and Sales Made in Q4 2021 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
650New |
$154K - $170K
|
650
$175K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
634+ 15.31% |
$150K - $166K
|
4.78K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
633+ 33.98% |
$150K - $165K
|
2.5K
$672K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
633+ 1.76% |
$150K - $165K
|
36.7K
$9.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
632+ 56.94% |
$150K - $165K
|
1.74K
$469K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
628New |
$149K - $164K
|
628
$169K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
627+ 10.51% |
$149K - $164K
|
6.59K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
625+ 0.82% |
$148K - $163K
|
77K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
624+ 8.56% |
$148K - $163K
|
7.92K
$2.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
620+ 18.41% |
$147K - $162K
|
3.99K
$1.07M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
617+ 2.63% |
$146K - $161K
|
24K
$6.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
614+ 4.65% |
$146K - $160K
|
13.8K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
613+ 2.87% |
$145K - $160K
|
22K
$5.92M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
611+ 1.32% |
$145K - $160K
|
47K
$12.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
610+ 1.55% |
$145K - $159K
|
40K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
607+ 18.3% |
$144K - $159K
|
3.92K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
605+ 11.97% |
$143K - $158K
|
5.66K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
603+ 21.43% |
$143K - $158K
|
3.42K
$919K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
602+ 19.34% |
$143K - $157K
|
3.71K
$999K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
601+ 9.06% |
$142K - $157K
|
7.24K
$1.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
595+ 13.73% |
$141K - $155K
|
4.93K
$1.33M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
593+ 2.24% |
$141K - $155K
|
27.1K
$7.3M
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
592+ 3.8% |
$140K - $155K
|
16.2K
$4.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
578+ 5.77% |
$137K - $151K
|
10.6K
$2.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
577+ 9.08% |
$137K - $151K
|
6.93K
$1.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
574+ 1.87% |
$136K - $150K
|
31.2K
$8.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
562+ 8.51% |
$133K - $147K
|
7.17K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
560+ 10.03% |
$133K - $146K
|
6.15K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
556+ 156.62% |
$132K - $145K
|
911
$245K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
552+ 2.34% |
$131K - $144K
|
24.2K
$6.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
547+ 5.97% |
$130K - $143K
|
9.71K
$2.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
542+ 3.4% |
$128K - $142K
|
16.5K
$4.43M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
541+ 2705.0% |
$128K - $141K
|
561
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
541+ 1.65% |
$128K - $141K
|
33.3K
$8.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
537New |
$127K - $140K
|
537
$144K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
530+ 4.79% |
$126K - $138K
|
11.6K
$3.12M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
525+ 29.83% |
$124K - $137K
|
2.29K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
522+ 24.85% |
$124K - $136K
|
2.62K
$706K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
519+ 82.12% |
$123K - $136K
|
1.15K
$310K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
518+ 77.66% |
$123K - $135K
|
1.19K
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
515New |
$122K - $135K
|
515
$139K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
514+ 0.76% |
$122K - $134K
|
68.1K
$18.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
507New |
$120K - $132K
|
507
$136K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
505+ 6.58% |
$120K - $132K
|
8.19K
$2.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
503+ 16.9% |
$119K - $131K
|
3.48K
$936K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
503+ 0.33% |
$119K - $131K
|
153K
$41.1M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
489+ 4.39% |
$116K - $128K
|
11.6K
$3.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
483+ 16.85% |
$114K - $126K
|
3.35K
$901K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
483New |
$114K - $126K
|
483
$130K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
478+ 240.2% |
$113K - $125K
|
677
$182K
|