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 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
5.01KNew |
$1.19M - $1.31M
|
5.01K
$1.35M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.91K+ 9.15% |
$1.16M - $1.28M
|
58.6K
$15.8M
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.86KNew |
$1.15M - $1.27M
|
4.86K
$1.31M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.83K+ 11.63% |
$1.14M - $1.26M
|
46.3K
$12.5M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.83K+ 10.3% |
$1.14M - $1.26M
|
51.7K
$13.9M
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.83KNew |
$1.14M - $1.26M
|
4.83K
$1.3M
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.81K+ 1.7% |
$1.14M - $1.26M
|
287K
$77.2M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.8K+ 18.14% |
$1.14M - $1.25M
|
31.3K
$8.42M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.78K+ 25.01% |
$1.13M - $1.25M
|
23.9K
$6.43M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.75K+ 108.5% |
$1.13M - $1.24M
|
9.12K
$2.45M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.69K+ 1.47% |
$1.11M - $1.22M
|
323K
$87M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
4.62K+ 3.59% |
$1.09M - $1.21M
|
133K
$35.9M
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.6K+ 62.7% |
$1.09M - $1.2M
|
11.9K
$3.21M
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.41KNew |
$1.04M - $1.15M
|
4.41K
$1.19M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.31KNew |
$1.02M - $1.13M
|
4.31K
$1.16M
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
4.28KNew |
$1.01M - $1.12M
|
4.28K
$1.15M
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.28KNew |
$1.01M - $1.12M
|
4.28K
$1.15M
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.28K+ 900.21% |
$1.01M - $1.12M
|
4.75K
$1.28M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.26KNew |
$1.01M - $1.11M
|
4.26K
$1.15M
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.23K+ 476.15% |
$1M - $1.11M
|
5.12K
$1.38M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.19K+ 175.78% |
$994K - $1.1M
|
6.58K
$1.77M
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 8.37% |
$991K - $1.09M
|
54.1K
$14.6M
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 3.36% |
$991K - $1.09M
|
128K
$34.6M
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.18K+ 46.31% |
$989K - $1.09M
|
13.2K
$3.55M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 14.09% |
$989K - $1.09M
|
33.8K
$9.09M
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
4.17K+ 884.11% |
$989K - $1.09M
|
4.65K
$1.25M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.11K+ 224.81% |
$975K - $1.07M
|
5.94K
$1.6M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.1KNew |
$972K - $1.07M
|
4.1K
$1.1M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.06K+ 7.62% |
$963K - $1.06M
|
57.4K
$15.4M
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
4.06K+ 0.51% |
$961K - $1.06M
|
802K
$216M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.02K+ 12.86% |
$952K - $1.05M
|
35.2K
$9.48M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.99K+ 4.0% |
$946K - $1.04M
|
104K
$27.9M
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
3.97KNew |
$940K - $1.04M
|
3.97K
$1.07M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.94K+ 3.38% |
$935K - $1.03M
|
121K
$32.5M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.92KNew |
$928K - $1.02M
|
3.92K
$1.05M
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.84KNew |
$911K - $1M
|
3.84K
$1.03M
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.83K+ 9.67% |
$907K - $1M
|
43.4K
$11.7M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.81KNew |
$903K - $995K
|
3.81K
$1.03M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3.81K+ 7.13% |
$903K - $995K
|
57.2K
$15.4M
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.8KNew |
$901K - $993K
|
3.8K
$1.02M
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.8KNew |
$899K - $991K
|
3.8K
$1.02M
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.76K+ 2.15% |
$892K - $983K
|
178K
$48M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.75K+ 35.28% |
$889K - $980K
|
14.4K
$3.87M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.74K+ 44.63% |
$887K - $978K
|
12.1K
$3.26M
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
3.71K+ 6.86% |
$879K - $969K
|
57.8K
$15.6M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
3.69K+ 8.1% |
$875K - $964K
|
49.2K
$13.2M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
3.67K+ 161.09% |
$869K - $958K
|
5.95K
$1.6M
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.61K+ 5.11% |
$855K - $942K
|
74.2K
$20M
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.52KNew |
$835K - $920K
|
3.52K
$948K
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.52K+ 5.19% |
$833K - $918K
|
71.2K
$19.2M
|