Purchases and Sales Made in Q4 2021 in Vanguard Mid Cap ETF (VO)
This table provides information about the institutional ownership of Vanguard Mid Cap ETF (VO) during Q4 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 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
155+ 1.56% |
$36.7K - $40.5K
|
10.1K
$2.65M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
155New |
$36.7K - $40.5K
|
155
$40.7K
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
152+ 9.07% |
$36K - $39.7K
|
1.83K
$480K
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
152+ 3.02% |
$36K - $39.7K
|
5.18K
$1.36M
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
151+ 0.31% |
$35.8K - $39.4K
|
49.2K
$12.9M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 4.29% |
$35.5K - $39.2K
|
3.65K
$959K
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
150New |
$35.5K - $39.2K
|
150
$39.4K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
150+ 9.75% |
$35.5K - $39.2K
|
1.69K
$444K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
150New |
$35.5K - $39.2K
|
150
$39.4K
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
149+ 1.41% |
$35.3K - $38.9K
|
10.7K
$2.82M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
147+ 3.68% |
$34.8K - $38.4K
|
4.14K
$1.09M
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
146+ 10.12% |
$34.6K - $38.1K
|
1.59K
$418K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
142+ 4.68% |
$33.7K - $37.1K
|
3.17K
$834K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
141+ 5.91% |
$33.4K - $36.8K
|
2.53K
$664K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
141+ 11.47% |
$33.4K - $36.8K
|
1.37K
$360K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
128+ 80.5% |
$30.3K - $33.4K
|
287
$75.4K
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
127New |
$30.1K - $33.2K
|
127
$33.4K
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
126+ 3.69% |
$29.9K - $32.9K
|
3.54K
$930K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
125+ 3.17% |
$29.6K - $32.7K
|
4.07K
$1.07M
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
125+ 9.05% |
$29.6K - $32.7K
|
1.51K
$396K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
125+ 0.75% |
$29.6K - $32.7K
|
16.7K
$4.4M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
123+ 1.19% |
$29.1K - $32.1K
|
10.5K
$2.76M
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
120+ 1.89% |
$28.4K - $31.3K
|
6.47K
$1.7M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
116+ 3.76% |
$27.5K - $30.3K
|
3.2K
$841K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
116+ 3.76% |
$27.5K - $30.3K
|
3.2K
$841K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
115+ 14.76% |
$27.3K - $30K
|
894
$235K
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
114+ 1.38% |
$27K - $29.8K
|
8.37K
$2.2M
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
114+ 1.23% |
$27K - $29.8K
|
9.39K
$2.47M
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
114+ 2.5% |
$27K - $29.8K
|
4.67K
$1.23M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
107+ 7.97% |
$25.4K - $27.9K
|
1.45K
$381K
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
106New |
$25.1K - $27.7K
|
106
$27.9K
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
103+ 0.7% |
$24.4K - $26.9K
|
14.8K
$3.88M
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
103+ 4.37% |
$24.4K - $26.9K
|
2.46K
$647K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
102New |
$24.2K - $26.6K
|
102
$26.8K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
101+ 0.48% |
$23.9K - $26.4K
|
21K
$5.52M
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
100+ 0.56% |
$23.7K - $26.1K
|
18.1K
$4.76M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
100+ 3.87% |
$23.7K - $26.1K
|
2.69K
$706K
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
100+ 9.62% |
$23.7K - $26.1K
|
1.14K
$300K
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.86% |
$23.7K - $26.1K
|
11.7K
$3.07M
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
100+ 5.97% |
$23.7K - $26.1K
|
1.78K
$467K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
98+ 0.24% |
$23.2K - $25.6K
|
40.4K
$10.6M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
98+ 10.32% |
$23.2K - $25.6K
|
1.05K
$275K
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
96New |
$22.8K - $25.1K
|
96
$25.2K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
95New |
$22.5K - $24.8K
|
95
$25K
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
95+ 296.88% |
$22.5K - $24.8K
|
127
$33.4K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
94+ 0.44% |
$22.3K - $24.6K
|
21.6K
$5.68M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 3.37% |
$22K - $24.3K
|
2.85K
$749K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
92New |
$21.8K - $24K
|
92
$24.2K
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
91+ 2.83% |
$21.6K - $23.8K
|
3.31K
$869K
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
90+ 5.56% |
$21.3K - $23.5K
|
1.71K
$449K
|