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 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
15.8K+ 598.64% |
$3.74M - $4.12M
|
18.4K
$4.96M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
15.5KNew |
$3.67M - $4.04M
|
15.5K
$4.16M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.4K+ 1530.05% |
$3.64M - $4.02M
|
16.4K
$4.41M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14.7K+ 4.67% |
$3.47M - $3.83M
|
329K
$88.5M
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
14.5K+ 40.68% |
$3.44M - $3.79M
|
50.1K
$13.5M
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13.6K+ 3.91% |
$3.23M - $3.56M
|
362K
$97.5M
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
13.5KNew |
$3.2M - $3.53M
|
13.5K
$3.64M
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
13.5KNew |
$3.19M - $3.52M
|
13.5K
$3.63M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13.4KNew |
$3.18M - $3.5M
|
13.4K
$3.61M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 11.7% |
$3.15M - $3.48M
|
127K
$34.2M
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
13.3KNew |
$3.14M - $3.46M
|
13.3K
$3.57M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
12.8K+ 3.56% |
$3.04M - $3.35M
|
373K
$100M
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$3.01M - $3.31M
|
12.7K
$3.41M
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
12.4K+ 15.46% |
$2.93M - $3.23M
|
92.3K
$24.8M
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
12.3KNew |
$2.91M - $3.2M
|
12.3K
$3.3M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.1K+ 6.78% |
$2.86M - $3.15M
|
190K
$51.2M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$2.74M - $3.02M
|
11.6K
$3.11M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 4.12% |
$2.72M - $3M
|
290K
$78.1M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.4K+ 4.9% |
$2.7M - $2.97M
|
244K
$65.5M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.1KNew |
$2.62M - $2.89M
|
11.1K
$2.97M
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
11.1KNew |
$2.62M - $2.89M
|
11.1K
$2.97M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
11K+ 52.13% |
$2.62M - $2.88M
|
32.2K
$8.67M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.9K+ 0.41% |
$2.59M - $2.85M
|
2.67M
$720M
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
10.9K+ 19.56% |
$2.58M - $2.85M
|
66.6K
$17.9M
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
10.9KNew |
$2.57M - $2.84M
|
10.9K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.9KNew |
$2.57M - $2.83M
|
10.9K
$2.92M
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
10.7KNew |
$2.54M - $2.8M
|
10.7K
$2.88M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.7KNew |
$2.53M - $2.79M
|
10.7K
$2.87M
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
10.6KNew |
$2.51M - $2.77M
|
10.6K
$2.85M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$2.5M - $2.76M
|
10.6K
$2.84M
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$2.48M - $2.73M
|
10.4K
$2.81M
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10.4KNew |
$2.47M - $2.72M
|
10.4K
$2.8M
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10KNew |
$2.37M - $2.62M
|
10K
$2.7M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.84K+ 34.65% |
$2.33M - $2.57M
|
38.2K
$10.3M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.83K+ 93.67% |
$2.33M - $2.57M
|
20.3K
$5.47M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.68K+ 26.86% |
$2.29M - $2.53M
|
45.7K
$12.3M
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
9.56KNew |
$2.27M - $2.5M
|
9.56K
$2.57M
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.42K+ 11.58% |
$2.23M - $2.46M
|
90.8K
$24.4M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.02KNew |
$2.14M - $2.36M
|
9.02K
$2.43M
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
8.9KNew |
$2.11M - $2.32M
|
8.9K
$2.39M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.89KNew |
$2.11M - $2.32M
|
8.89K
$2.39M
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8.68K+ 22.27% |
$2.06M - $2.27M
|
47.7K
$12.8M
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.67K+ 7.22% |
$2.06M - $2.27M
|
129K
$34.6M
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.62KNew |
$2.04M - $2.25M
|
8.62K
$2.32M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
8.59K+ 15.28% |
$2.04M - $2.24M
|
64.9K
$17.4M
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.59KNew |
$2.03M - $2.24M
|
8.59K
$2.31M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.53K+ 4.74% |
$2.02M - $2.23M
|
188K
$50.7M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.46KNew |
$2M - $2.21M
|
8.46K
$2.28M
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8.35KNew |
$1.98M - $2.18M
|
8.35K
$2.25M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.35KNew |
$1.98M - $2.18M
|
8.35K
$2.25M
|