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 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
7+ 0.22% |
$1.66K - $1.83K
|
3.14K
$844K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7New |
$1.66K - $1.83K
|
7
$1.88K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
6+ 0.26% |
$1.42K - $1.57K
|
2.32K
$624K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$1.42K - $1.57K
|
5.12K
$1.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.37% |
$1.42K - $1.57K
|
1.63K
$439K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
6New |
$1.42K - $1.57K
|
6
$1.61K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.18% |
$1.42K - $1.57K
|
3.28K
$882K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6+ 0.54% |
$1.42K - $1.57K
|
1.11K
$298K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
5+ 0.13% |
$1.18K - $1.31K
|
3.96K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
5+ 0.59% |
$1.18K - $1.31K
|
851
$229K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5+ 0.33% |
$1.18K - $1.31K
|
1.52K
$410K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.19% |
$1.18K - $1.31K
|
2.63K
$709K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$1.18K - $1.31K
|
4.27K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
4+ 0.19% |
$948 - $1.04K
|
2.15K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
4+ 0.15% |
$948 - $1.04K
|
2.75K
$740K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$948 - $1.04K
|
5.63K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4+ 0.18% |
$948 - $1.04K
|
2.22K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.4% |
$948 - $1.04K
|
996
$268K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
3+ 0.35% |
$711 - $784
|
861
$232K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3+ 0.14% |
$711 - $784
|
2.22K
$597K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.1% |
$711 - $784
|
2.94K
$791K
|
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$711 - $784
|
864
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.1% |
$711 - $784
|
2.95K
$795K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.25% |
$711 - $784
|
1.21K
$326K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.18% |
$711 - $784
|
1.65K
$444K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3+ 1.15% |
$711 - $784
|
265
$71.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3+ 0.22% |
$711 - $784
|
1.34K
$361K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$711 - $784
|
19.6K
$5.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.11% |
$474 - $522
|
1.82K
$489K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2+ 0.2% |
$474 - $522
|
984
$265K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.17% |
$474 - $522
|
1.2K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.34% |
$474 - $522
|
597
$161K
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$474 - $522
|
4.41K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.19% |
$474 - $522
|
1.06K
$285K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.2% |
$474 - $522
|
981
$264K
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.05% |
$237 - $261
|
2.18K
$586K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$237 - $261
|
4.22K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1+ 0.02% |
$237 - $261
|
4.05K
$1.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$237 - $261
|
916
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.2% |
$237 - $261
|
513
$138K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$237 - $261
|
5.23K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.33% |
$237 - $261
|
305
$82.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$237 - $261
|
3.1K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 2.17% |
$237 - $261
|
47
$12.6K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
SELL
|
- |
-1- 0.02% |
$237 - $261
|
4.97K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1- 0.74% |
$237 - $261
|
134
$36.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1Closed |
$237 - $261
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.13% |
$711 - $784
|
2.3K
$618K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-5- 0.55% |
$1.18K - $1.31K
|
903
$243K
|