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 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.19M+ 14.01% |
$755M - $832M
|
25.9M
$6.95B
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
804K+ 5.99% |
$191M - $210M
|
14.2M
$3.81B
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
433K+ 245.29% |
$103M - $113M
|
609K
$163M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
338K+ 2286.3% |
$80.2M - $88.4M
|
353K
$94.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
331K+ 976.47% |
$78.6M - $86.6M
|
365K
$97.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
262K+ 6.64% |
$62.1M - $68.4M
|
4.21M
$1.13B
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
216K+ 7.79% |
$51.2M - $56.5M
|
2.99M
$802M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
183K+ 592.23% |
$43.2M - $47.7M
|
213K
$57.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
174K+ 6.41% |
$41.3M - $45.5M
|
2.89M
$775M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
144KNew |
$34.1M - $37.6M
|
144K
$38.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137K+ 4.81% |
$32.5M - $35.9M
|
2.99M
$802M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
125K+ 22.53% |
$29.7M - $32.8M
|
682K
$183M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
124K+ 538.16% |
$29.3M - $32.3M
|
147K
$39.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
123K+ 66.44% |
$29.1M - $32.1M
|
308K
$82.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 11.86% |
$29.1M - $32M
|
1.16M
$310M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
118K+ 18.0% |
$28M - $30.9M
|
776K
$208M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 5.22% |
$27.4M - $30.2M
|
2.33M
$624M
|
|
|
May 04, 2022
Q4 2021
|
Fidato Wealth LLC
|
BUY
|
- |
97.9KNew |
$23.2M - $25.6M
|
97.9K
$26.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
96K+ 5.52% |
$22.8M - $25.1M
|
1.84M
$492M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
93.9K+ 16.24% |
$22.3M - $24.5M
|
673K
$180M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
91.2K+ 1.47% |
$21.6M - $23.8M
|
6.28M
$1.68B
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
90K+ 10596.11% |
$21.3M - $23.5M
|
90.8K
$24.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
89.2KNew |
$21.1M - $23.3M
|
89.2K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.3K+ 1.51% |
$20.9M - $23.1M
|
5.94M
$1.59B
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
85.8KNew |
$20.3M - $22.4M
|
85.8K
$23M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
84.2KNew |
$20M - $22M
|
84.2K
$22.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
68.2K+ 1024.67% |
$16.2M - $17.8M
|
74.9K
$20.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
67KNew |
$15.9M - $17.5M
|
67K
$18M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
65.2K+ 3520.48% |
$15.4M - $17M
|
67K
$18M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.3K+ 28.83% |
$14.8M - $16.3M
|
278K
$74.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
60.3KNew |
$14.3M - $15.7M
|
60.3K
$16.2M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
58.7KNew |
$13.9M - $15.3M
|
58.7K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
56.9K+ 1299.31% |
$13.5M - $14.9M
|
61.3K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
56.8KNew |
$13.5M - $14.8M
|
56.8K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.2K+ 1.24% |
$12.9M - $14.2M
|
4.42M
$1.18B
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50.6K+ 3.71% |
$12M - $13.2M
|
1.42M
$379M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
48KNew |
$11.4M - $12.5M
|
48K
$12.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
48KNew |
$11.4M - $12.5M
|
48K
$12.8M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
45.7KNew |
$10.8M - $11.9M
|
45.7K
$12.3M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
44.8KNew |
$10.6M - $11.7M
|
44.8K
$12M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.7K+ 1144.77% |
$10.6M - $11.7M
|
48.6K
$13M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
43KNew |
$10.2M - $11.2M
|
43K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42K+ 59.18% |
$9.95M - $11M
|
113K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
True Wealth Financial Partners
|
BUY
|
- |
41.6KNew |
$9.86M - $10.9M
|
41.6K
$11.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
41.3KNew |
$9.78M - $10.8M
|
41.3K
$11.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
41.1KNew |
$9.74M - $10.7M
|
41.1K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.8K+ 0.58% |
$9.67M - $10.7M
|
7.06M
$1.89B
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
40.5KNew |
$9.6M - $10.6M
|
40.5K
$10.9M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.1K+ 61.22% |
$9.03M - $9.95M
|
100K
$26.9M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
36.8KNew |
$8.72M - $9.61M
|
36.8K
$9.86M
|