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 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-435- 19.87% |
$103K - $114K
|
1.75K
$472K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-436- 3.26% |
$103K - $114K
|
12.9K
$3.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
SELL
|
- |
-448- 0.41% |
$106K - $117K
|
108K
$29.2M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-460- 3.97% |
$109K - $120K
|
11.1K
$2.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-476- 1.73% |
$113K - $124K
|
27K
$7.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
SELL
|
- |
-481- 30.42% |
$114K - $126K
|
1.1K
$296K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-497- 14.14% |
$118K - $130K
|
3.02K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-499- 1.13% |
$118K - $130K
|
43.6K
$11.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 4.22% |
$118K - $131K
|
11.3K
$3.05M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-506- 0.44% |
$120K - $132K
|
115K
$31.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-507Closed |
$120K - $132K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-508- 4.24% |
$120K - $133K
|
11.5K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-510Closed |
$121K - $133K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-511- 14.82% |
$121K - $133K
|
2.94K
$790K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-515- 5.4% |
$122K - $135K
|
9.02K
$2.43M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-517- 32.64% |
$123K - $135K
|
1.07K
$287K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-524- 18.06% |
$124K - $137K
|
2.38K
$640K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-530- 29.22% |
$126K - $138K
|
1.28K
$345K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-532- 3.15% |
$126K - $139K
|
16.4K
$4.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-538- 7.18% |
$127K - $141K
|
6.96K
$1.87M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-539- 0.66% |
$128K - $141K
|
80.6K
$21.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-541- 8.27% |
$128K - $141K
|
6K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-546Closed |
$129K - $143K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-548- 6.42% |
$130K - $143K
|
7.99K
$2.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-552- 4.89% |
$131K - $144K
|
10.7K
$2.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-557- 2.27% |
$132K - $145K
|
24K
$6.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-566- 10.53% |
$134K - $148K
|
4.81K
$1.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-569- 0.48% |
$135K - $149K
|
118K
$31.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-584- 2.83% |
$138K - $153K
|
20.1K
$5.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-586- 2.22% |
$139K - $153K
|
25.8K
$6.93M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-590- 65.92% |
$140K - $154K
|
305
$82.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-595- 37.54% |
$141K - $155K
|
990
$266K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-613- 0.59% |
$145K - $160K
|
103K
$27.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-616- 16.59% |
$146K - $161K
|
3.1K
$834K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-618- 0.59% |
$146K - $161K
|
105K
$28.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-662Closed |
$157K - $173K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-667- 0.93% |
$158K - $174K
|
71.4K
$19.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-669- 43.36% |
$159K - $175K
|
874
$235K
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-704- 6.56% |
$167K - $184K
|
10K
$2.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-709- 4.57% |
$168K - $185K
|
14.8K
$3.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-710- 2.02% |
$168K - $185K
|
34.5K
$9.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-718- 12.38% |
$170K - $188K
|
5.08K
$1.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-728- 3.02% |
$173K - $190K
|
23.4K
$6.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-735- 11.48% |
$174K - $192K
|
5.67K
$1.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-736- 44.8% |
$174K - $192K
|
907
$244K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-768- 2.84% |
$182K - $201K
|
26.3K
$7.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-772- 2.03% |
$183K - $202K
|
37.3K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-775- 5.01% |
$184K - $202K
|
14.7K
$3.96M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-782- 1.82% |
$185K - $204K
|
42.2K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-814- 50.03% |
$193K - $213K
|
813
$219K
|