Purchases and Sales Made in Q3 2021 in Vanguard Mid Cap ETF (VO)
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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27New |
$6.21K - $6.74K
|
27
$7.26K
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
26+ 0.04% |
$5.98K - $6.49K
|
67.7K
$18.2M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
26+ 0.67% |
$5.98K - $6.49K
|
3.89K
$1.05M
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
25+ 16.03% |
$5.75K - $6.25K
|
181
$48.7K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
23+ 0.2% |
$5.29K - $5.75K
|
11.3K
$3.04M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 0.97% |
$5.29K - $5.75K
|
2.38K
$641K
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
23+ 1.68% |
$5.29K - $5.75K
|
1.39K
$375K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22+ 0.6% |
$5.06K - $5.5K
|
3.71K
$999K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
22+ 0.25% |
$5.06K - $5.5K
|
8.69K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21+ 0.27% |
$4.83K - $5.25K
|
7.83K
$2.11M
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
21+ 0.23% |
$4.83K - $5.25K
|
9.11K
$2.45M
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
20+ 1.22% |
$4.6K - $5K
|
1.66K
$448K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 666.67% |
$4.6K - $5K
|
23
$6.19K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.3% |
$4.6K - $5K
|
6.61K
$1.78M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.75% |
$4.37K - $4.75K
|
2.56K
$689K
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
19+ 0.26% |
$4.37K - $4.75K
|
7.2K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
18New |
$4.14K - $4.5K
|
18
$4.84K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18+ 0.55% |
$4.14K - $4.5K
|
3.27K
$879K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.12% |
$4.14K - $4.5K
|
15.1K
$4.08M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
17+ 0.8% |
$3.91K - $4.25K
|
2.15K
$579K
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
16+ 0.63% |
$3.68K - $4K
|
2.55K
$687K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.81% |
$3.45K - $3.75K
|
1.88K
$504K
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
15+ 0.04% |
$3.45K - $3.75K
|
35.2K
$9.48M
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
BUY
|
- |
15+ 0.25% |
$3.45K - $3.75K
|
6.02K
$1.62M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 1.16% |
$3.45K - $3.75K
|
1.31K
$352K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
14+ 1.2% |
$3.22K - $3.5K
|
1.18K
$318K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 3.33% |
$3.22K - $3.5K
|
435
$117K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13+ 0.35% |
$2.99K - $3.25K
|
3.76K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
13+ 0.98% |
$2.99K - $3.25K
|
1.34K
$361K
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
13+ 0.73% |
$2.99K - $3.25K
|
1.79K
$481K
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
12+ 0.23% |
$2.76K - $3K
|
5.27K
$1.42M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
12+ 0.13% |
$2.76K - $3K
|
9.51K
$2.56M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
12+ 3.2% |
$2.76K - $3K
|
387
$104K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.79% |
$2.76K - $3K
|
1.52K
$410K
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
11+ 0.2% |
$2.53K - $2.75K
|
5.62K
$1.51M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
11+ 1.14% |
$2.53K - $2.75K
|
980
$264K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.18% |
$2.53K - $2.75K
|
6.12K
$1.65M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10New |
$2.3K - $2.5K
|
10
$2.69K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 27.03% |
$2.3K - $2.5K
|
47
$12.6K
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.27% |
$2.3K - $2.5K
|
3.76K
$1.01M
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.32% |
$2.3K - $2.5K
|
3.12K
$839K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.2% |
$2.3K - $2.5K
|
4.89K
$1.32M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
9+ 81.82% |
$2.07K - $2.25K
|
20
$5.38K
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9+ 0.59% |
$2.07K - $2.25K
|
1.53K
$413K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
8+ 0.09% |
$1.84K - $2K
|
8.8K
$2.37M
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
8+ 0.04% |
$1.84K - $2K
|
22.8K
$6.13M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
8+ 0.06% |
$1.84K - $2K
|
13.7K
$3.68M
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$1.61K - $1.75K
|
4.13K
$1.11M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7+ 41.18% |
$1.61K - $1.75K
|
24
$6.46K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
7+ 0.24% |
$1.61K - $1.75K
|
2.93K
$788K
|