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 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.25% |
$1.61K - $1.75K
|
2.79K
$738K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
6+ 0.05% |
$1.38K - $1.5K
|
11.5K
$3.04M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.2% |
$1.38K - $1.5K
|
2.94K
$777K
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$1.15K - $1.25K
|
2.22K
$586K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$1.15K - $1.25K
|
5
$1.32K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5+ 0.21% |
$1.15K - $1.25K
|
2.36K
$623K
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5+ 0.08% |
$1.15K - $1.25K
|
5.89K
$1.56M
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
4+ 0.17% |
$920 - $999
|
2.31K
$611K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
4+ 0.24% |
$920 - $999
|
1.68K
$445K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$920 - $999
|
5.11K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.25% |
$920 - $999
|
1.63K
$430K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.21% |
$920 - $999
|
1.91K
$505K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
3+ 0.08% |
$690 - $749
|
3.96K
$1.05M
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
3+ 0.14% |
$690 - $749
|
2.15K
$567K
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.2% |
$690 - $749
|
1.52K
$401K
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
3+ 0.08% |
$690 - $749
|
3.94K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.11% |
$690 - $749
|
2.63K
$695K
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3+ 0.25% |
$690 - $749
|
1.21K
$320K
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3+ 0.26% |
$690 - $749
|
1.15K
$303K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3+ 1.16% |
$690 - $749
|
262
$69.2K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3+ 0.23% |
$690 - $749
|
1.32K
$348K
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
3+ 0.19% |
$690 - $749
|
1.62K
$429K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3+ 0.08% |
$690 - $749
|
3.95K
$1.04M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.2% |
$690 - $749
|
1.53K
$404K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.34% |
$690 - $749
|
889
$235K
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.09% |
$690 - $749
|
3.3K
$871K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$460 - $500
|
927
$245K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$460 - $500
|
4.9K
$1.29M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
2+ 0.23% |
$460 - $500
|
858
$227K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2+ 0.04% |
$460 - $500
|
5.12K
$1.35M
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2+ 0.09% |
$460 - $500
|
2.22K
$586K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$460 - $500
|
1.01K
$267K
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.14% |
$460 - $500
|
1.41K
$372K
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2+ 0.15% |
$460 - $500
|
1.34K
$354K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
2+ 0.24% |
$460 - $500
|
849
$224K
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2+ 0.12% |
$460 - $500
|
1.64K
$432K
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.19% |
$460 - $500
|
1.06K
$279K
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.2% |
$460 - $500
|
992
$262K
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.01% |
$460 - $500
|
18.5K
$4.89M
|
|
Apr 07, 2022
Q3 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2+ 0.02% |
$460 - $500
|
10.2K
$2.69M
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$460 - $500
|
3.32K
$876K
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$230 - $250
|
4.22K
$1.12M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$230 - $250
|
1.82K
$480K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.17% |
$230 - $250
|
595
$157K
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.08% |
$230 - $250
|
1.18K
$312K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.09% |
$230 - $250
|
1.14K
$300K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.09% |
$230 - $250
|
1.07K
$283K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.02% |
$230 - $250
|
4.55K
$1.2M
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.04% |
$230 - $250
|
50
$13.2K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.2% |
$230 - $250
|
512
$135K
|