Purchases and Sales Made in Q3 2021 in Vanguard Mid Cap ETF (VO)

VO Quotes by TradingView

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 12, 2021 Q3 2021
S.A. Mason LLC

BUY
 -
1.9K
+ 11.78%
$436K - $474K
18K $4.76M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
1.89K
+ 6.32%
$435K - $473K
31.8K $8.41M
Nov 12, 2021 Q3 2021
Archetype Wealth Partners

Houston, TX
BUY
 -
1.89K
+ 3.04%
$434K - $472K
64K $16.9M
Oct 26, 2021 Q3 2021
Pinnacle Financial Partners Inc

BUY
 -
1.88K
+ 3.19%
$432K - $470K
60.9K $16.1M
Nov 05, 2021 Q3 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.82K
+ 7.29%
$418K - $454K
26.8K $7.07M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
1.81K
+ 6.65%
$416K - $452K
29K $7.67M
Jan 03, 2023 Q3 2021
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.79K
+ 6.37%
$412K - $448K
30K $7.92M
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.75K
+ 173.07%
$402K - $437K
2.76K $729K
Oct 08, 2021 Q3 2021
Collective Family Office LLC

BUY
 -
1.74K
+ 36.42%
$399K - $434K
6.5K $1.72M
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.72K
New
$395K - $429K
1.72K $454K
Nov 09, 2021 Q3 2021
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
1.67K
+ 19.03%
$385K - $418K
10.5K $2.77M
Nov 12, 2021 Q3 2021
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
1.67K
+ 1.59%
$384K - $418K
107K $28.2M
Oct 12, 2021 Q3 2021
Heartwood Wealth Advisors LLC

BUY
 -
1.64K
+ 1.41%
$378K - $410K
118K $31.3M
Nov 09, 2021 Q3 2021
Members Trust CO

BUY
 -
1.64K
+ 100.0%
$378K - $410K
3.29K $868K
Nov 15, 2021 Q3 2021
Greytown Advisors Inc.

Miami, FL
BUY
 -
1.63K
+ 4.04%
$375K - $408K
42K $11.1M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.63K
+ 6.67%
$374K - $407K
26K $6.88M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.63K
New
$374K - $406K
1.63K $430K
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.62K
+ 18.45%
$371K - $404K
10.4K $2.74M
Nov 16, 2021 Q3 2021
Cornerstone Advisory, LLC

BUY
 -
1.6K
+ 12.81%
$368K - $400K
14.1K $3.73M
Nov 09, 2021 Q3 2021
Gamble Jones Investment Counsel

BUY
 -
1.58K
+ 11.96%
$364K - $395K
14.8K $3.92M
Oct 12, 2021 Q3 2021
First Premier Bank

BUY
 -
1.58K
+ 7.15%
$362K - $394K
23.6K $6.24M
Oct 21, 2021 Q3 2021
First American Trust, Fsb

BUY
 -
1.56K
New
$359K - $390K
1.56K $413K
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
1.56K
+ 6.25%
$358K - $389K
26.5K $7M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
1.56K
+ 9.07%
$358K - $389K
18.7K $4.94M
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
1.54K
New
$355K - $385K
1.54K $408K
Nov 04, 2021 Q3 2021
Brighton Jones LLC

BUY
 -
1.53K
+ 7.17%
$351K - $382K
22.9K $6.04M
Oct 08, 2021 Q3 2021
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.52K
+ 154.52%
$350K - $380K
2.51K $663K
Nov 15, 2021 Q3 2021
Stelac Advisory Services LLC

New York, NY
BUY
 -
1.52K
+ 317.54%
$350K - $380K
2K $529K
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.5K
+ 0.71%
$344K - $374K
213K $56.4M
Oct 15, 2021 Q3 2021
City Holding CO

BUY
 -
1.45K
+ 14.7%
$334K - $363K
11.3K $3M
Oct 26, 2021 Q3 2021
Benchmark Financial Wealth Advisors, LLC

BUY
 -
1.45K
+ 4.76%
$333K - $362K
31.9K $8.43M
Nov 10, 2021 Q3 2021
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.45K
New
$333K - $361K
1.45K $382K
Oct 28, 2021 Q3 2021
Secure Asset Management, LLC

BUY
 -
1.44K
+ 18.42%
$331K - $360K
9.27K $2.45M
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.44K
+ 26.02%
$331K - $360K
6.98K $1.84M
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.43K
+ 5.17%
$329K - $358K
29.2K $7.7M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
1.43K
+ 8.07%
$328K - $356K
19.1K $5.05M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.42K
+ 4.42%
$326K - $354K
33.5K $8.86M
Nov 05, 2021 Q3 2021
Benedetti & Gucer, Inc.

BUY
 -
1.4K
+ 9.19%
$321K - $349K
16.6K $4.39M
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
1.39K
New
$320K - $348K
1.39K $368K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.38K
+ 4.9%
$318K - $346K
29.6K $7.82M
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
1.38K
+ 34.73%
$316K - $344K
5.34K $1.41M
Oct 22, 2021 Q3 2021
Echo Wealth Management, LLC

BUY
 -
1.37K
+ 8.25%
$315K - $342K
18K $4.75M
Nov 12, 2021 Q3 2021
St. Louis Trust CO

BUY
 -
1.35K
+ 146.16%
$311K - $338K
2.28K $602K
Jan 19, 2022 Q3 2021
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
1.33K
+ 20.06%
$306K - $332K
7.96K $2.1M
Nov 12, 2021 Q3 2021
Gen Trust, LLC

BUY
 -
1.33K
+ 1.04%
$305K - $331K
129K $34M
Oct 25, 2021 Q3 2021
Cerity Partners LLC

New York, NY
BUY
 -
1.32K
+ 10.68%
$304K - $330K
13.7K $3.62M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
1.32K
+ 50.1%
$303K - $329K
3.95K $1.04M
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.31K
+ 0.41%
$301K - $327K
321K $84.8M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
1.29K
+ 2.79%
$297K - $322K
47.6K $12.6M

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