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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40New |
$9.48K - $10.4K
|
40
$10.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
40+ 3.44% |
$9.48K - $10.4K
|
1.2K
$324K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
39+ 0.28% |
$9.24K - $10.2K
|
14K
$3.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
38+ 2.38% |
$9.01K - $9.93K
|
1.64K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$9.01K - $9.93K
|
38
$10.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
38New |
$9.01K - $9.93K
|
38
$10.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
37+ 4.32% |
$8.77K - $9.66K
|
894
$241K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
37+ 1.06% |
$8.77K - $9.66K
|
3.52K
$946K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 1.36% |
$7.82K - $8.62K
|
2.46K
$662K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
32New |
$7.58K - $8.36K
|
32
$8.61K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
31+ 3.57% |
$7.35K - $8.1K
|
900
$242K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
31New |
$7.35K - $8.1K
|
31
$8.34K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
29+ 0.33% |
$6.87K - $7.57K
|
8.72K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
29+ 0.31% |
$6.87K - $7.57K
|
9.5K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
28+ 59.57% |
$6.64K - $7.31K
|
75
$20.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
27+ 2.12% |
$6.4K - $7.05K
|
1.3K
$350K
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.83% |
$6.4K - $7.05K
|
3.27K
$879K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
26+ 1.59% |
$6.16K - $6.79K
|
1.66K
$447K
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
25+ 0.77% |
$5.92K - $6.53K
|
3.28K
$883K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25+ 0.98% |
$5.92K - $6.53K
|
2.58K
$695K
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
25+ 0.24% |
$5.92K - $6.53K
|
10.5K
$2.83M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
24+ 1.01% |
$5.69K - $6.27K
|
2.39K
$644K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.23% |
$5.45K - $6.01K
|
1.9K
$511K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
20New |
$4.74K - $5.22K
|
20
$5.38K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19+ 2.0% |
$4.5K - $4.96K
|
971
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
19+ 0.58% |
$4.5K - $4.96K
|
3.27K
$880K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
18+ 1.69% |
$4.27K - $4.7K
|
1.09K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
17+ 0.35% |
$4.03K - $4.44K
|
4.85K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
16+ 0.74% |
$3.79K - $4.18K
|
2.17K
$584K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16New |
$3.79K - $4.18K
|
16
$4.31K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
15+ 0.0% |
$3.55K - $3.92K
|
386K
$104M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
15New |
$3.55K - $3.92K
|
15
$4.04K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
15+ 0.84% |
$3.55K - $3.92K
|
1.8K
$483K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14+ 1.3% |
$3.32K - $3.66K
|
1.09K
$294K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.35% |
$3.08K - $3.4K
|
3.77K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
13+ 0.5% |
$3.08K - $3.4K
|
2.61K
$702K
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
12+ 1.38% |
$2.84K - $3.13K
|
882
$237K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.38% |
$2.61K - $2.87K
|
2.94K
$791K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11+ 0.17% |
$2.61K - $2.87K
|
6.34K
$1.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
10+ 0.36% |
$2.37K - $2.61K
|
2.78K
$747K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
10+ 1.07% |
$2.37K - $2.61K
|
945
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10+ 1.03% |
$2.37K - $2.61K
|
979
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
10+ 0.53% |
$2.37K - $2.61K
|
1.91K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
9+ 0.61% |
$2.13K - $2.35K
|
1.48K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
9New |
$2.13K - $2.35K
|
9
$2.42K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8New |
$1.9K - $2.09K
|
8
$2.15K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.36% |
$1.9K - $2.09K
|
2.23K
$599K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.57% |
$1.9K - $2.09K
|
1.42K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.46% |
$1.9K - $2.09K
|
1.76K
$474K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.18% |
$1.66K - $1.83K
|
3.88K
$1.04M
|