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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-183- 2.62% |
$43.4K - $47.8K
|
6.8K
$1.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-184Closed |
$43.6K - $48.1K
|
0
$0
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-185- 17.18% |
$43.8K - $48.3K
|
892
$234K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-185- 5.54% |
$43.8K - $48.3K
|
3.16K
$830K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-187- 6.36% |
$44.3K - $48.8K
|
2.75K
$724K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-192- 0.36% |
$45.5K - $50.2K
|
52.4K
$13.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-196- 4.32% |
$46.4K - $51.2K
|
4.34K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-196- 12.5% |
$46.4K - $51.2K
|
1.37K
$361K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-200- 16.45% |
$47.4K - $52.2K
|
1.02K
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-201- 5.27% |
$47.6K - $52.5K
|
3.61K
$949K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-206- 7.92% |
$48.8K - $53.8K
|
2.39K
$629K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-207- 1.38% |
$49.1K - $54.1K
|
14.7K
$3.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-212- 7.33% |
$50.2K - $55.4K
|
2.68K
$705K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-214- 8.76% |
$50.7K - $55.9K
|
2.23K
$586K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-224- 6.76% |
$53.1K - $58.5K
|
3.09K
$812K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-228- 5.38% |
$54K - $59.6K
|
4.01K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-233- 6.51% |
$55.2K - $60.9K
|
3.35K
$879K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-235- 11.9% |
$55.7K - $61.4K
|
1.74K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-235- 0.37% |
$55.7K - $61.4K
|
63.2K
$16.6M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-238- 1.11% |
$56.4K - $62.2K
|
21.2K
$5.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-239- 0.51% |
$56.6K - $62.4K
|
46.8K
$12.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-246- 7.37% |
$58.3K - $64.3K
|
3.09K
$813K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-254- 4.91% |
$60.2K - $66.3K
|
4.92K
$1.29M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-260- 10.64% |
$61.6K - $67.9K
|
2.18K
$574K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-268- 5.74% |
$63.5K - $70K
|
4.4K
$1.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-270- 8.84% |
$64K - $70.5K
|
2.79K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-270- 3.5% |
$64K - $70.5K
|
7.44K
$1.96M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-279- 3.99% |
$66.1K - $72.9K
|
6.71K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-279- 2.45% |
$66.1K - $72.9K
|
11.1K
$2.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-290- 1.85% |
$68.7K - $75.7K
|
15.4K
$4.04M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-296- 10.5% |
$70.1K - $77.3K
|
2.52K
$663K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-305Closed |
$72.3K - $79.7K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-315- 1.48% |
$74.6K - $82.3K
|
20.9K
$5.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-316- 22.7% |
$74.9K - $82.5K
|
1.08K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-326- 1.24% |
$77.3K - $85.2K
|
25.9K
$6.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-364- 1.27% |
$86.3K - $95.1K
|
28.2K
$7.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-367- 27.43% |
$87K - $95.9K
|
971
$255K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-369- 5.73% |
$87.4K - $96.4K
|
6.07K
$1.59M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-376- 5.39% |
$89.1K - $98.2K
|
6.61K
$1.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-377- 13.67% |
$89.3K - $98.5K
|
2.38K
$626K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-383- 4.2% |
$90.8K - $100K
|
8.73K
$2.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-385- 3.4% |
$91.2K - $101K
|
10.9K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-387Closed |
$91.7K - $101K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-388- 0.69% |
$91.9K - $101K
|
55.5K
$14.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-400- 1.88% |
$94.8K - $104K
|
20.9K
$5.49M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-404Closed |
$95.7K - $106K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-419- 0.77% |
$99.3K - $109K
|
54.1K
$14.2M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-420- 27.36% |
$99.5K - $110K
|
1.12K
$293K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-425- 27.91% |
$101K - $111K
|
1.1K
$289K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-426- 3.89% |
$101K - $111K
|
10.5K
$2.76M
|