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
|
Norway Savings Bank
|
SELL
|
- |
-50- 5.75% |
$11.8K - $13.1K
|
819
$215K
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-50- 2.8% |
$11.8K - $13.1K
|
1.73K
$456K
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-50- 5.35% |
$11.8K - $13.1K
|
885
$233K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-50- 1.83% |
$11.8K - $13.1K
|
2.68K
$704K
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-51- 0.76% |
$12.1K - $13.3K
|
6.7K
$1.76M
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-51- 0.54% |
$12.1K - $13.3K
|
9.35K
$2.46M
|
|
Feb 09, 2022
Q4 2021
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-51- 0.5% |
$12.1K - $13.3K
|
10.1K
$2.67M
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-52- 2.41% |
$12.3K - $13.6K
|
2.11K
$554K
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-53- 0.23% |
$12.6K - $13.8K
|
23.2K
$6.09M
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-55- 3.36% |
$13K - $14.4K
|
1.58K
$416K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-55- 1.86% |
$13K - $14.4K
|
2.9K
$761K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 3.3% |
$13K - $14.4K
|
1.61K
$424K
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-56- 0.33% |
$13.3K - $14.6K
|
17.2K
$4.51M
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-56- 1.05% |
$13.3K - $14.6K
|
5.28K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-56- 6.03% |
$13.3K - $14.6K
|
873
$229K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-56- 1.14% |
$13.3K - $14.6K
|
4.86K
$1.28M
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-57- 0.4% |
$13.5K - $14.9K
|
14K
$3.69M
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-59- 6.84% |
$14K - $15.4K
|
803
$211K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-59- 3.24% |
$14K - $15.4K
|
1.76K
$463K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-60- 4.48% |
$14.2K - $15.7K
|
1.28K
$336K
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-61- 1.16% |
$14.5K - $15.9K
|
5.21K
$1.37M
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-64- 0.06% |
$15.2K - $16.7K
|
114K
$29.9M
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-64- 5.88% |
$15.2K - $16.7K
|
1.03K
$269K
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-65- 5.43% |
$15.4K - $17K
|
1.13K
$298K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-66- 0.45% |
$15.6K - $17.2K
|
14.8K
$3.88M
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-67- 2.4% |
$15.9K - $17.5K
|
2.73K
$716K
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-69- 1.3% |
$16.4K - $18K
|
5.22K
$1.37M
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-70- 6.29% |
$16.6K - $18.3K
|
1.04K
$274K
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-71- 7.94% |
$16.8K - $18.5K
|
823
$216K
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-71- 2.7% |
$16.8K - $18.5K
|
2.56K
$673K
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-71- 2.7% |
$16.8K - $18.5K
|
2.56K
$672K
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-72- 3.7% |
$17.1K - $18.8K
|
1.88K
$493K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-74- 1.65% |
$17.5K - $19.3K
|
4.4K
$1.16M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-76- 16.78% |
$18K - $19.9K
|
377
$99.1K
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-77- 0.43% |
$18.2K - $20.1K
|
17.6K
$4.64M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-79- 2.47% |
$18.7K - $20.6K
|
3.12K
$819K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-80- 1.18% |
$19K - $20.9K
|
6.71K
$1.76M
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-80- 2.98% |
$19K - $20.9K
|
2.6K
$684K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-80Closed |
$19K - $20.9K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-82- 3.26% |
$19.4K - $21.4K
|
2.43K
$639K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85- 34.41% |
$20.1K - $22.2K
|
162
$42.6K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-86- 1.83% |
$20.4K - $22.5K
|
4.61K
$1.21M
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-86- 1.86% |
$20.4K - $22.5K
|
4.54K
$1.19M
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-86- 0.78% |
$20.4K - $22.5K
|
10.9K
$2.88M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-87- 3.48% |
$20.6K - $22.7K
|
2.41K
$634K
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-88- 9.49% |
$20.9K - $23K
|
839
$221K
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-88- 2.13% |
$20.9K - $23K
|
4.04K
$1.06M
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-91Closed |
$21.6K - $23.8K
|
0
$0
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-92- 0.5% |
$21.8K - $24K
|
18.5K
$4.86M
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-95- 1.54% |
$22.5K - $24.8K
|
6.09K
$1.6M
|