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 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.09% |
$230 - $250
|
1.17K
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.11% |
$230 - $250
|
944
$249K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$230 - $250
|
3.58K
$946K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1New |
$230 - $250
|
1
$264
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1+ 0.1% |
$230 - $250
|
981
$259K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.07% |
$230 - $250
|
1.54K
$406K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.06% |
$230 - $250
|
1.67K
$441K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1- -0.0% |
$230 - $250
|
30.6K
$8.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.03% |
$230 - $250
|
3.5K
$924K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1- 0.08% |
$230 - $250
|
1.23K
$325K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-2- 0.03% |
$460 - $500
|
6.79K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3- 0.02% |
$690 - $749
|
19.5K
$5.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-5- 1.96% |
$1.15K - $1.25K
|
250
$66.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5- 0.08% |
$1.15K - $1.25K
|
6.22K
$1.64M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-5- 0.26% |
$1.15K - $1.25K
|
1.9K
$502K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-5- 13.89% |
$1.15K - $1.25K
|
31
$8.19K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-5- 0.19% |
$1.15K - $1.25K
|
2.63K
$694K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6- 0.3% |
$1.38K - $1.5K
|
1.98K
$523K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6- 0.22% |
$1.38K - $1.5K
|
2.73K
$721K
|
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-7- 0.51% |
$1.61K - $1.75K
|
1.38K
$364K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-7- 0.81% |
$1.61K - $1.75K
|
862
$228K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8- 0.14% |
$1.84K - $2K
|
5.85K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8- 0.01% |
$1.84K - $2K
|
55.1K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9- 0.6% |
$2.07K - $2.25K
|
1.5K
$396K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-9- 0.5% |
$2.07K - $2.25K
|
1.78K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9- 0.08% |
$2.07K - $2.25K
|
12K
$3.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-10- 12.66% |
$2.3K - $2.5K
|
69
$18.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
SELL
|
- |
-10- 0.1% |
$2.3K - $2.5K
|
9.53K
$2.52M
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-10- 0.91% |
$2.3K - $2.5K
|
1.09K
$289K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-11- 0.08% |
$2.53K - $2.75K
|
13.4K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11- 0.2% |
$2.53K - $2.75K
|
5.46K
$1.44M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-12- 0.56% |
$2.76K - $3K
|
2.14K
$565K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-14- 0.44% |
$3.22K - $3.5K
|
3.2K
$844K
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-14- 0.13% |
$3.22K - $3.5K
|
10.7K
$2.82M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15Closed |
$3.45K - $3.75K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15- 0.11% |
$3.45K - $3.75K
|
13.6K
$3.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-17- 6.44% |
$3.91K - $4.25K
|
247
$65.3K
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-17- 1.63% |
$3.91K - $4.25K
|
1.03K
$272K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-18- 0.61% |
$4.14K - $4.5K
|
2.95K
$780K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-18- 0.55% |
$4.14K - $4.5K
|
3.25K
$859K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-18- 0.71% |
$4.14K - $4.5K
|
2.52K
$666K
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-19- 0.18% |
$4.37K - $4.75K
|
10.7K
$2.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-19- 1.19% |
$4.37K - $4.75K
|
1.58K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-21- 3.95% |
$4.83K - $5.25K
|
510
$135K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-21- 2.29% |
$4.83K - $5.25K
|
898
$237K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-22- 0.7% |
$5.06K - $5.5K
|
3.13K
$827K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-22- 14.01% |
$5.06K - $5.5K
|
135
$35.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 0.95% |
$5.75K - $6.25K
|
2.6K
$687K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-25- 1.89% |
$5.75K - $6.25K
|
1.3K
$344K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-25- 1.69% |
$5.75K - $6.25K
|
1.45K
$383K
|