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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
77+ 1.91% |
$17.7K - $19.2K
|
4.1K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
75+ 15.06% |
$17.2K - $18.7K
|
573
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
75+ 3.04% |
$17.2K - $18.7K
|
2.54K
$672K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
73+ 101.39% |
$16.8K - $18.2K
|
145
$38.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
71+ 2.27% |
$16.3K - $17.7K
|
3.2K
$845K
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
71+ 0.26% |
$16.3K - $17.7K
|
27.3K
$7.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
71+ 3.31% |
$16.3K - $17.7K
|
2.22K
$586K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
71+ 4.15% |
$16.3K - $17.7K
|
1.78K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
71+ 2.73% |
$16.3K - $17.7K
|
2.67K
$705K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
70+ 0.92% |
$16.1K - $17.5K
|
7.68K
$2.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
70+ 5.3% |
$16.1K - $17.5K
|
1.39K
$368K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
68+ 2.88% |
$15.6K - $17K
|
2.43K
$642K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
68+ 3.9% |
$15.6K - $17K
|
1.81K
$479K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
66+ 1.78% |
$15.2K - $16.5K
|
3.77K
$997K
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
66+ 0.55% |
$15.2K - $16.5K
|
12.2K
$3.22M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
63+ 1.81% |
$14.5K - $15.7K
|
3.54K
$936K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 0.91% |
$13.8K - $15K
|
6.66K
$1.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
60+ 0.38% |
$13.8K - $15K
|
16K
$4.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
60+ 2.08% |
$13.8K - $15K
|
2.95K
$780K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
58+ 0.53% |
$13.3K - $14.5K
|
11.1K
$2.93M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 6.07% |
$12.9K - $14K
|
979
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 3.3% |
$12.9K - $14K
|
1.75K
$463K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
53New |
$12.2K - $13.2K
|
53
$14K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
52+ 2.8% |
$12K - $13K
|
1.91K
$505K
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
50+ 2.71% |
$11.5K - $12.5K
|
1.9K
$501K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
49+ 2.36% |
$11.3K - $12.2K
|
2.13K
$562K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
48+ 0.74% |
$11K - $12K
|
6.55K
$1.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
47New |
$10.8K - $11.7K
|
47
$12.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
46+ 0.55% |
$10.6K - $11.5K
|
8.43K
$2.23M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
45+ 2.52% |
$10.3K - $11.2K
|
1.83K
$484K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45+ 0.14% |
$10.3K - $11.2K
|
32.7K
$8.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
44+ 0.47% |
$10.1K - $11K
|
9.48K
$2.5M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
44New |
$10.1K - $11K
|
44
$11.6K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 0.45% |
$9.43K - $10.2K
|
9.16K
$2.42M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
40+ 2.61% |
$9.2K - $9.99K
|
1.57K
$416K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
40New |
$9.2K - $9.99K
|
40
$10.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
40+ 0.85% |
$9.2K - $9.99K
|
4.75K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
40+ 0.19% |
$9.2K - $9.99K
|
21.5K
$5.69M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
39New |
$8.97K - $9.74K
|
39
$10.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
37+ 1.51% |
$8.51K - $9.24K
|
2.48K
$656K
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
35+ 0.91% |
$8.05K - $8.74K
|
3.9K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
35+ 0.18% |
$8.05K - $8.74K
|
19.4K
$5.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
34+ 0.12% |
$7.82K - $8.49K
|
28.5K
$7.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
33+ 0.09% |
$7.59K - $8.24K
|
35.1K
$9.27M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
33+ 0.96% |
$7.59K - $8.24K
|
3.48K
$919K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32+ 0.5% |
$7.36K - $7.99K
|
6.44K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
31+ 1.21% |
$7.13K - $7.74K
|
2.6K
$686K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
29+ 45.31% |
$6.67K - $7.24K
|
93
$24.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
29+ 0.22% |
$6.67K - $7.24K
|
13.4K
$3.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
28+ 0.23% |
$6.44K - $6.99K
|
12.4K
$3.28M
|