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 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 4.56% |
$8.71M - $9.6M
|
842K
$227M
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
36.6KNew |
$8.66M - $9.55M
|
36.6K
$9.83M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.5KNew |
$8.41M - $9.27M
|
35.5K
$9.55M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
35.1KNew |
$8.31M - $9.16M
|
35.1K
$9.44M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
34.5KNew |
$8.18M - $9.02M
|
34.5K
$9.29M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.1KNew |
$8.09M - $8.91M
|
34.1K
$9.18M
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
34K+ 84920.0% |
$8.05M - $8.87M
|
34K
$9.15M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
33.7K+ 432.7% |
$7.99M - $8.81M
|
41.5K
$11.2M
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
32.6KNew |
$7.74M - $8.53M
|
32.6K
$8.78M
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
31.7KNew |
$7.5M - $8.27M
|
31.7K
$8.52M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
31.2K+ 139.35% |
$7.4M - $8.15M
|
53.6K
$14.4M
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
31.2KNew |
$7.4M - $8.15M
|
31.2K
$8.4M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
31.2KNew |
$7.39M - $8.14M
|
31.2K
$8.39M
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
30.3KNew |
$7.18M - $7.92M
|
30.3K
$8.15M
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
28.7K+ 34.83% |
$6.8M - $7.49M
|
111K
$29.9M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 11.93% |
$6.25M - $6.89M
|
248K
$66.6M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
25.9KNew |
$6.13M - $6.75M
|
25.9K
$6.96M
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
25.6KNew |
$6.06M - $6.68M
|
25.6K
$6.88M
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
25.4KNew |
$6.03M - $6.65M
|
25.4K
$6.85M
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.3KNew |
$6M - $6.61M
|
25.3K
$6.81M
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
24.8KNew |
$5.88M - $6.48M
|
24.8K
$6.67M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
24.8K+ 685.82% |
$5.87M - $6.47M
|
28.4K
$7.63M
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24.7KNew |
$5.85M - $6.45M
|
24.7K
$6.64M
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
24.3KNew |
$5.75M - $6.34M
|
24.3K
$6.53M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.2K+ 18.42% |
$5.73M - $6.32M
|
156K
$41.9M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.9K+ 6.27% |
$5.66M - $6.23M
|
404K
$109M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
23.4K+ 30.31% |
$5.54M - $6.11M
|
101K
$27.1M
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
22.7K+ 24.81% |
$5.38M - $5.92M
|
114K
$30.7M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.7KNew |
$5.15M - $5.67M
|
21.7K
$5.84M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.6KNew |
$4.88M - $5.38M
|
20.6K
$5.54M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20.2K+ 35.87% |
$4.79M - $5.28M
|
76.5K
$20.6M
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
20.2KNew |
$4.78M - $5.27M
|
20.2K
$5.43M
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
19.8KNew |
$4.69M - $5.17M
|
19.8K
$5.32M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
19.4KNew |
$4.6M - $5.07M
|
19.4K
$5.23M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.4K+ 5.31% |
$4.59M - $5.06M
|
384K
$103M
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
19.3KNew |
$4.57M - $5.03M
|
19.3K
$5.18M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.3K+ 0.86% |
$4.56M - $5.03M
|
2.27M
$610M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
19.2KNew |
$4.55M - $5.01M
|
19.2K
$5.16M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
18.9K+ 23.7% |
$4.48M - $4.93M
|
98.6K
$26.5M
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
18.8K+ 58.47% |
$4.45M - $4.91M
|
50.9K
$13.7M
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
18.6K+ 30.1% |
$4.41M - $4.86M
|
80.4K
$21.6M
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18.3KNew |
$4.35M - $4.79M
|
18.3K
$4.94M
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
17.8KNew |
$4.21M - $4.64M
|
17.8K
$4.78M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.6K+ 6.75% |
$4.16M - $4.59M
|
278K
$74.7M
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
17.3KNew |
$4.09M - $4.51M
|
17.3K
$4.64M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
17.1K+ 25.27% |
$4.06M - $4.48M
|
85K
$22.9M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.8K+ 5.23% |
$3.98M - $4.39M
|
338K
$90.9M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.6K+ 602.42% |
$3.94M - $4.35M
|
19.4K
$5.22M
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
16.2K+ 12.85% |
$3.85M - $4.24M
|
143K
$38.4M
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
16.1KNew |
$3.81M - $4.2M
|
16.1K
$4.33M
|