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 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
477+ 7.53% |
$113K - $125K
|
6.81K
$1.83M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
471+ 0.58% |
$112K - $123K
|
81.5K
$21.9M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
464+ 18.98% |
$110K - $121K
|
2.91K
$783K
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
422+ 4.95% |
$100K - $110K
|
8.94K
$2.41M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
421+ 2.15% |
$99.8K - $110K
|
20K
$5.37M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
419+ 24.15% |
$99.3K - $109K
|
2.15K
$580K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
410+ 0.75% |
$97.2K - $107K
|
54.9K
$14.8M
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
406New |
$96.2K - $106K
|
406
$109K
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
404New |
$95.7K - $106K
|
404
$109K
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
400+ 32.65% |
$94.8K - $104K
|
1.63K
$437K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
400New |
$94.8K - $104K
|
400
$108K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
400+ 6.35% |
$94.8K - $104K
|
6.7K
$1.8M
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
394+ 2.23% |
$93.4K - $103K
|
18.1K
$4.86M
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
393New |
$93.1K - $103K
|
393
$106K
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
392+ 6.3% |
$92.9K - $102K
|
6.61K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
389+ 3.2% |
$92.2K - $102K
|
12.6K
$3.38M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
385+ 5.64% |
$91.2K - $101K
|
7.21K
$1.94M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
382+ 1.3% |
$90.5K - $99.8K
|
29.8K
$8.02M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
381+ 2.55% |
$90.3K - $99.5K
|
15.3K
$4.13M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
381+ 2.55% |
$90.3K - $99.5K
|
15.3K
$4.13M
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
374+ 22.21% |
$88.6K - $97.7K
|
2.06K
$554K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
373New |
$88.4K - $97.4K
|
373
$100K
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
370+ 2.96% |
$87.7K - $96.6K
|
12.9K
$3.47M
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
369+ 3.47% |
$87.4K - $96.4K
|
11K
$2.96M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
368+ 8.97% |
$87.2K - $96.1K
|
4.47K
$1.2M
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
367+ 1.6% |
$87K - $95.9K
|
23.4K
$6.29M
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
365+ 1.45% |
$86.5K - $95.3K
|
25.6K
$6.88M
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
364+ 6.7% |
$86.3K - $95.1K
|
5.8K
$1.56M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
361+ 22.24% |
$85.5K - $94.3K
|
1.98K
$534K
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
360+ 8.14% |
$85.3K - $94K
|
4.78K
$1.29M
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
359+ 2.0% |
$85.1K - $93.8K
|
18.3K
$4.94M
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
358+ 3.91% |
$84.8K - $93.5K
|
9.52K
$2.56M
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
357+ 3.67% |
$84.6K - $93.2K
|
10.1K
$2.71M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
357+ 2.36% |
$84.6K - $93.2K
|
15.5K
$4.17M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
356+ 7.0% |
$84.4K - $93K
|
5.44K
$1.46M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
354+ 5.37% |
$83.9K - $92.5K
|
6.95K
$1.87M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
347+ 1.17% |
$82.2K - $90.6K
|
30.1K
$8.1M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
339New |
$80.3K - $88.5K
|
339
$91.2K
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
333+ 0.94% |
$78.9K - $87K
|
35.6K
$9.58M
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
332+ 1.47% |
$78.7K - $86.7K
|
22.9K
$6.16M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
331+ 2.69% |
$78.4K - $86.5K
|
12.6K
$3.39M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
327+ 4.18% |
$77.5K - $85.4K
|
8.16K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
326+ 15.42% |
$77.3K - $85.2K
|
2.44K
$657K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
325+ 1.21% |
$77K - $84.9K
|
27.3K
$7.34M
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
322+ 8.15% |
$76.3K - $84.1K
|
4.27K
$1.15M
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
319+ 1.59% |
$75.6K - $83.3K
|
20.3K
$5.47M
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
319+ 1.82% |
$75.6K - $83.3K
|
17.9K
$4.81M
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
312+ 8.27% |
$73.9K - $81.5K
|
4.08K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
312+ 12.32% |
$73.9K - $81.5K
|
2.85K
$765K
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
311+ 1.26% |
$73.7K - $81.2K
|
25.1K
$6.74M
|