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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-219- 3.36% |
$50.3K - $54.7K
|
6.3K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-220- 7.49% |
$50.6K - $55K
|
2.72K
$718K
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-221Closed |
$50.8K - $55.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-223- 8.36% |
$51.3K - $55.7K
|
2.44K
$646K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-223- 0.86% |
$51.3K - $55.7K
|
25.6K
$6.78M
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
SELL
|
- |
-240- 13.18% |
$55.2K - $60K
|
1.58K
$418K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-240Closed |
$55.2K - $60K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-244- 5.1% |
$56.1K - $61K
|
4.54K
$1.2M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-244- 0.3% |
$56.1K - $61K
|
81K
$21.4M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-244- 0.28% |
$56.1K - $61K
|
85.5K
$22.6M
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-250- 1.08% |
$57.5K - $62.5K
|
23K
$6.08M
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-250- 2.33% |
$57.5K - $62.5K
|
10.5K
$2.77M
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-251- 0.88% |
$57.7K - $62.7K
|
28.4K
$7.5M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-252- 14.59% |
$57.9K - $62.9K
|
1.48K
$390K
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-260- 20.54% |
$59.8K - $64.9K
|
1.01K
$266K
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-260- 1.56% |
$59.8K - $64.9K
|
16.4K
$4.33M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-263- 36.73% |
$60.5K - $65.7K
|
453
$120K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-274- 1.78% |
$63K - $68.4K
|
15.1K
$3.98M
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-275- 3.04% |
$63.2K - $68.7K
|
8.78K
$2.32M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-278Closed |
$63.9K - $69.4K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-280- 24.37% |
$64.4K - $69.9K
|
869
$230K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-283- 1.22% |
$65.1K - $70.7K
|
22.9K
$6.06M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-283- 2.34% |
$65.1K - $70.7K
|
11.8K
$3.12M
|
|
Oct 14, 2021
Q3 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-289- 2.38% |
$66.4K - $72.2K
|
11.8K
$3.13M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-290Closed |
$66.7K - $72.4K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-295- 1.28% |
$67.8K - $73.7K
|
22.8K
$6.04M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-304- 0.48% |
$69.9K - $75.9K
|
63.5K
$16.8M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-310- 22.4% |
$71.3K - $77.4K
|
1.07K
$284K
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-324- 1.74% |
$74.5K - $80.9K
|
18.3K
$4.85M
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-332- 0.67% |
$76.3K - $82.9K
|
49.2K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-334- 17.84% |
$76.8K - $83.4K
|
1.54K
$406K
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-335- 16.36% |
$77K - $83.7K
|
1.71K
$453K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-344- 2.86% |
$79.1K - $85.9K
|
11.7K
$3.09M
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-345- 0.95% |
$79.3K - $86.2K
|
36K
$9.51M
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-348- 0.76% |
$80K - $86.9K
|
45.5K
$12M
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-356- 74.48% |
$81.8K - $88.9K
|
122
$32.2K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-363- 1.63% |
$83.4K - $90.7K
|
21.9K
$5.79M
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-365- 9.85% |
$83.9K - $91.2K
|
3.34K
$883K
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-370- 2.15% |
$85.1K - $92.4K
|
16.8K
$4.44M
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-370- 17.15% |
$85.1K - $92.4K
|
1.79K
$472K
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-372- 22.96% |
$85.5K - $92.9K
|
1.25K
$330K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-382- 1.28% |
$87.8K - $95.4K
|
29.4K
$7.77M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-387- 1.97% |
$89K - $96.7K
|
19.2K
$5.08M
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-388- 3.4% |
$89.2K - $96.9K
|
11K
$2.91M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-391- 2.16% |
$89.9K - $97.7K
|
17.7K
$4.67M
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-391- 2.16% |
$89.9K - $97.7K
|
17.7K
$4.68M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-393- 7.77% |
$90.3K - $98.2K
|
4.66K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-417- 8.44% |
$95.9K - $104K
|
4.52K
$1.19M
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-428- 3.62% |
$98.4K - $107K
|
11.4K
$3.02M
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-431- 1.22% |
$99.1K - $108K
|
34.9K
$9.23M
|