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 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.46K+ 0.83% |
$582K - $642K
|
298K
$80.3M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.44KNew |
$577K - $636K
|
2.44K
$655K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.43K+ 72.76% |
$576K - $635K
|
5.77K
$1.55M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.42KNew |
$573K - $631K
|
2.42K
$650K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.41K+ 3.55% |
$572K - $631K
|
70.5K
$19M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.41K+ 40.0% |
$570K - $629K
|
8.42K
$2.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$570K - $629K
|
2.41K
$648K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.4K+ 1.12% |
$569K - $627K
|
216K
$58.1M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.39K+ 29.58% |
$567K - $625K
|
10.5K
$2.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.39K+ 6.67% |
$565K - $623K
|
38.2K
$10.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.38K+ 1.5% |
$564K - $621K
|
161K
$43.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.36K+ 3.11% |
$559K - $616K
|
78.1K
$21M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.32K+ 32.51% |
$551K - $607K
|
9.47K
$2.55M
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.28K+ 2.17% |
$540K - $595K
|
108K
$28.9M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
2.26KNew |
$535K - $590K
|
2.26K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.25K+ 2.04% |
$533K - $587K
|
113K
$30.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.23KNew |
$529K - $583K
|
2.23K
$601K
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
2.22KNew |
$526K - $580K
|
2.22K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$518K - $571K
|
2.19K
$588K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 8.21% |
$511K - $563K
|
28.4K
$7.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.13K+ 5.4% |
$505K - $557K
|
41.6K
$11.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.13K+ 3.12% |
$504K - $556K
|
70.4K
$18.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.12K+ 87.27% |
$502K - $553K
|
4.55K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.12K+ 8.72% |
$501K - $552K
|
26.4K
$7.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.1K+ 15.3% |
$498K - $549K
|
15.8K
$4.26M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.09KNew |
$495K - $545K
|
2.09K
$562K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.07KNew |
$489K - $539K
|
2.07K
$556K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.06K+ 11.97% |
$487K - $537K
|
19.2K
$5.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.06KNew |
$487K - $537K
|
2.06K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.02K+ 7.25% |
$479K - $528K
|
29.9K
$8.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2KNew |
$473K - $521K
|
2K
$537K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.99K+ 22.78% |
$471K - $520K
|
10.7K
$2.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
1.99K+ 159.21% |
$471K - $519K
|
3.24K
$870K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.98KNew |
$469K - $517K
|
1.98K
$532K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
1.98KNew |
$468K - $516K
|
1.98K
$531K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.97KNew |
$466K - $514K
|
1.97K
$530K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96K+ 10.54% |
$465K - $513K
|
20.6K
$5.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.92K+ 6.16% |
$455K - $501K
|
33.1K
$8.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.91K+ 44.62% |
$451K - $498K
|
6.17K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
1.86K+ 3.92% |
$440K - $485K
|
49.3K
$13.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.85K+ 126.96% |
$437K - $482K
|
3.3K
$888K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.84K+ 1.17% |
$436K - $481K
|
159K
$42.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.83KNew |
$434K - $478K
|
1.83K
$493K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.83K+ 12.98% |
$432K - $477K
|
15.9K
$4.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.81KNew |
$430K - $474K
|
1.81K
$488K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.8K+ 2.96% |
$427K - $470K
|
62.7K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 12.24% |
$426K - $469K
|
16.5K
$4.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.79KNew |
$423K - $466K
|
1.79K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.78K+ 0.59% |
$421K - $464K
|
304K
$81.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.73K+ 1.62% |
$410K - $452K
|
108K
$29.2M
|