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 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.69K- 2.95% |
$401K - $442K
|
55.7K
$14.6M
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.72K- 2.75% |
$408K - $450K
|
60.9K
$16M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.75K- 43.03% |
$414K - $456K
|
2.31K
$608K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.75K- 3.43% |
$414K - $457K
|
49.2K
$12.9M
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-1.78K- 4.25% |
$422K - $465K
|
40.1K
$10.5M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.79KClosed |
$423K - $467K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.79K- 5.73% |
$424K - $468K
|
29.5K
$7.74M
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.83K- 37.6% |
$433K - $478K
|
3.04K
$798K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.88K- 4.52% |
$446K - $491K
|
39.7K
$10.4M
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-1.9KClosed |
$450K - $496K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.96K- 1.74% |
$465K - $513K
|
111K
$29.1M
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$482K - $532K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.05K- 10.43% |
$487K - $536K
|
17.6K
$4.63M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.13K- 12.49% |
$504K - $556K
|
14.9K
$3.92M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.13K- 15.8% |
$505K - $557K
|
11.4K
$2.99M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.21K- 7.61% |
$524K - $577K
|
26.8K
$7.05M
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.22K- 3.84% |
$526K - $580K
|
55.6K
$14.6M
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.24K- 49.55% |
$531K - $585K
|
2.28K
$599K
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.26K- 20.61% |
$535K - $590K
|
8.7K
$2.29M
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.26K- 12.55% |
$536K - $591K
|
15.8K
$4.14M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.44KClosed |
$578K - $637K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.5K- 8.92% |
$593K - $654K
|
25.6K
$6.72M
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-2.63K- 6.53% |
$624K - $687K
|
37.7K
$9.9M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.67KClosed |
$632K - $697K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.68K- 0.51% |
$636K - $701K
|
528K
$139M
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.71K- 2.07% |
$643K - $708K
|
129K
$33.8M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-2.71K- 2.08% |
$643K - $709K
|
128K
$33.6M
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-2.72K- 17.19% |
$645K - $711K
|
13.1K
$3.45M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.75K- 57.35% |
$651K - $718K
|
2.04K
$537K
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-2.88K- 2.6% |
$683K - $753K
|
108K
$28.4M
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-2.89K- 13.82% |
$684K - $754K
|
18K
$4.73M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.94K- 2.8% |
$697K - $768K
|
102K
$26.8M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-2.98K- 24.35% |
$706K - $778K
|
9.26K
$2.43M
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-3.03K- 2.38% |
$719K - $792K
|
125K
$32.8M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.06K- 3.43% |
$724K - $798K
|
86.1K
$22.6M
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 3.04% |
$740K - $815K
|
99.6K
$26.2M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.13K- 1.24% |
$743K - $819K
|
250K
$65.7M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.33K- 12.79% |
$790K - $870K
|
22.7K
$5.97M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.34K- 14.55% |
$791K - $872K
|
19.6K
$5.15M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.46K- 19.59% |
$820K - $904K
|
14.2K
$3.73M
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.66K- 26.09% |
$866K - $955K
|
10.4K
$2.72M
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.67K- 24.54% |
$870K - $959K
|
11.3K
$2.97M
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.71K- 43.32% |
$879K - $969K
|
4.85K
$1.28M
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.75K- 7.01% |
$889K - $980K
|
49.8K
$13.1M
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.01K- 4.73% |
$951K - $1.05M
|
80.7K
$21.2M
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-4.14K- 54.25% |
$982K - $1.08M
|
3.5K
$919K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.2K- 32.86% |
$995K - $1.1M
|
8.58K
$2.25M
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-4.28K- 90.0% |
$1.01M - $1.12M
|
475
$125K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.46K- 34.01% |
$1.06M - $1.16M
|
8.65K
$2.27M
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.81K- 6.82% |
$1.14M - $1.26M
|
65.8K
$17.3M
|