Purchases and Sales Made in Q3 2021 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 1.17% |
$30.3K - $33K
|
11.4K
$3.01M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
131+ 6.45% |
$30.1K - $32.7K
|
2.16K
$571K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
131+ 13.49% |
$30.1K - $32.7K
|
1.1K
$291K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
130+ 3.37% |
$29.9K - $32.5K
|
3.98K
$1.05M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
128+ 0.42% |
$29.4K - $32K
|
30.3K
$8M
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
127+ 29.33% |
$29.2K - $31.7K
|
560
$148K
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
125+ 3.42% |
$28.7K - $31.2K
|
3.78K
$1M
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
125New |
$28.7K - $31.2K
|
125
$33K
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
123+ 1.51% |
$28.3K - $30.7K
|
8.26K
$2.18M
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
123+ 1.4% |
$28.3K - $30.7K
|
8.92K
$2.36M
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
123+ 10.69% |
$28.3K - $30.7K
|
1.27K
$337K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
119+ 1.23% |
$27.4K - $29.7K
|
9.78K
$2.59M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
119+ 3.72% |
$27.4K - $29.7K
|
3.32K
$877K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
117+ 4.2% |
$26.9K - $29.2K
|
2.9K
$767K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
115+ 0.08% |
$26.4K - $28.7K
|
152K
$40.3M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
115+ 1.87% |
$26.4K - $28.7K
|
6.27K
$1.66M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
114+ 3.52% |
$26.2K - $28.5K
|
3.35K
$886K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
111+ 2.93% |
$25.5K - $27.7K
|
3.9K
$1.03M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
111+ 0.16% |
$25.5K - $27.7K
|
70.6K
$18.7M
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
110+ 2.26% |
$25.3K - $27.5K
|
4.98K
$1.32M
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
108+ 0.22% |
$24.8K - $27K
|
49K
$13M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
107+ 19.28% |
$24.6K - $26.7K
|
662
$175K
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
104+ 1.06% |
$23.9K - $26K
|
9.95K
$2.63M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
104+ 0.85% |
$23.9K - $26K
|
12.3K
$3.25M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
103+ 3.27% |
$23.7K - $25.7K
|
3.26K
$861K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
103+ 2.42% |
$23.7K - $25.7K
|
4.36K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
103+ 2.18% |
$23.7K - $25.7K
|
4.83K
$1.28M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
101+ 0.34% |
$23.2K - $25.2K
|
29.8K
$7.87M
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
101+ 1.05% |
$23.2K - $25.2K
|
9.72K
$2.57M
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
101+ 2.24% |
$23.2K - $25.2K
|
4.61K
$1.22M
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 1.87% |
$23K - $25K
|
5.44K
$1.44M
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
100+ 0.49% |
$23K - $25K
|
20.3K
$5.37M
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
100+ 1.58% |
$23K - $25K
|
6.44K
$1.7M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
97+ 5.57% |
$22.3K - $24.2K
|
1.84K
$486K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
97New |
$22.3K - $24.2K
|
97
$25.6K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
93+ 1.75% |
$21.4K - $23.2K
|
5.39K
$1.43M
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
93+ 2.08% |
$21.4K - $23.2K
|
4.56K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
92+ 2.92% |
$21.1K - $23K
|
3.25K
$858K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
91+ 0.34% |
$20.9K - $22.7K
|
27K
$7.12M
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
90+ 5.22% |
$20.7K - $22.5K
|
1.82K
$480K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
90+ 2.72% |
$20.7K - $22.5K
|
3.4K
$899K
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
85+ 2.04% |
$19.5K - $21.2K
|
4.26K
$1.13M
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 3.06% |
$19.5K - $21.2K
|
2.87K
$757K
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
82+ 0.04% |
$18.9K - $20.5K
|
204K
$53.8M
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
82+ 1.62% |
$18.9K - $20.5K
|
5.15K
$1.36M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
81+ 0.58% |
$18.6K - $20.2K
|
14K
$3.7M
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
80+ 1.01% |
$18.4K - $20K
|
7.99K
$2.11M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
80New |
$18.4K - $20K
|
80
$21.1K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
79+ 0.54% |
$18.2K - $19.7K
|
14.8K
$3.92M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
77+ 0.13% |
$17.7K - $19.2K
|
60.8K
$16.1M
|