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 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
89+ 3.7% |
$21.1K - $23.2K
|
2.49K
$671K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
88+ 6.32% |
$20.9K - $23K
|
1.48K
$399K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
88New |
$20.9K - $23K
|
88
$23.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
88+ 1.57% |
$20.9K - $23K
|
5.69K
$1.53M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
87+ 0.38% |
$20.6K - $22.7K
|
22.7K
$6.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
87+ 5.53% |
$20.6K - $22.7K
|
1.66K
$447K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
86+ 3.06% |
$20.4K - $22.5K
|
2.9K
$779K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
82+ 8.77% |
$19.4K - $21.4K
|
1.02K
$274K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
81New |
$19.2K - $21.2K
|
81
$21.8K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
81+ 6.16% |
$19.2K - $21.2K
|
1.4K
$376K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
81+ 4.24% |
$19.2K - $21.2K
|
1.99K
$536K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80+ 1.72% |
$19K - $20.9K
|
4.74K
$1.28M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
76New |
$18K - $19.9K
|
76
$20.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
75+ 0.51% |
$17.8K - $19.6K
|
14.9K
$4.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 0.13% |
$17.5K - $19.3K
|
58.8K
$15.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
73+ 1.19% |
$17.3K - $19.1K
|
6.19K
$1.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
70+ 12.73% |
$16.6K - $18.3K
|
620
$167K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
69+ 3.25% |
$16.4K - $18K
|
2.19K
$590K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
68New |
$16.1K - $17.8K
|
68
$18.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
67+ 30.32% |
$15.9K - $17.5K
|
288
$77.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
BUY
|
- |
66+ 0.56% |
$15.6K - $17.2K
|
11.9K
$3.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
66+ 0.22% |
$15.6K - $17.2K
|
30.3K
$8.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
66+ 0.1% |
$15.6K - $17.2K
|
63.6K
$17.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 3.64% |
$15.6K - $17.2K
|
1.88K
$506K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
65+ 180.56% |
$15.4K - $17K
|
101
$27.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
65+ 1.15% |
$15.4K - $17K
|
5.72K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
65+ 0.36% |
$15.4K - $17K
|
17.9K
$4.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
64+ 1.96% |
$15.2K - $16.7K
|
3.32K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.07% |
$15.2K - $16.7K
|
92.6K
$24.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
62+ 12.78% |
$14.7K - $16.2K
|
547
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
61+ 1.82% |
$14.5K - $15.9K
|
3.41K
$918K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
60+ 5.75% |
$14.2K - $15.7K
|
1.1K
$297K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
60+ 0.47% |
$14.2K - $15.7K
|
12.9K
$3.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
59+ 1.92% |
$14K - $15.4K
|
3.13K
$843K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
59+ 2.38% |
$14K - $15.4K
|
2.54K
$684K
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
57+ 0.27% |
$13.5K - $14.9K
|
21K
$5.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
55+ 0.25% |
$13K - $14.4K
|
22K
$5.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
54+ 0.37% |
$12.8K - $14.1K
|
14.8K
$3.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
51+ 0.4% |
$12.1K - $13.3K
|
12.7K
$3.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
50+ 1.41% |
$11.8K - $13.1K
|
3.58K
$964K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
50+ 0.92% |
$11.8K - $13.1K
|
5.47K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
50+ 31.25% |
$11.8K - $13.1K
|
210
$56.5K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
49+ 0.12% |
$11.6K - $12.8K
|
41.5K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
48New |
$11.4K - $12.5K
|
48
$12.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
47+ 2.9% |
$11.1K - $12.3K
|
1.67K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
46+ 0.13% |
$10.9K - $12K
|
35.1K
$9.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
45+ 0.32% |
$10.7K - $11.8K
|
14.1K
$3.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
43+ 0.25% |
$10.2K - $11.2K
|
17.5K
$4.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 1.31% |
$9.72K - $10.7K
|
3.16K
$851K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
40+ 3.39% |
$9.48K - $10.4K
|
1.22K
$329K
|