Advisor Resource Council Vanguard Mid Cap ETF Transaction History

Advisor Resource Council

$298 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	BUY	$195.66 - $233.95 $882,817 - $1.06 Million	4,512 New	4,512 $1.05 Million
Q2 2022 Jul 27, 2022	BUY	$190.36 - $240.41 $1.52 Million - $1.92 Million	8,003 Added 554.99%	9,445 $1.86 Million
Q1 2022 Apr 20, 2022	SELL	$219.86 - $253.39 $1.27 Million - $1.47 Million	-5,796 Reduced 80.08%	1,442 $343,000
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $1.41 Million - $1.56 Million	5,954 Added 463.71%	7,238 $1.85 Million
Q3 2021 Nov 16, 2021	SELL	$229.88 - $249.8 $437,001 - $474,869	-1,901 Reduced 59.69%	1,284 $303,000
Q2 2021 Aug 19, 2021	BUY	$223.23 - $238.25 $542,225 - $578,709	2,429 Added 321.3%	3,185 $756,000
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $168,761 - $180,117	756 New	756 $0

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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