Bennett Associates Wealth Management Vanguard Mid Cap ETF Transaction History

Bennett Associates Wealth Management

$130 Billion
Q2 2025

A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 26,469 shares of VO stock, worth $7.58 Million. This represents 5.7% of its overall portfolio holdings.

Number of Shares

26,469

Previous 37,522 29.46%

Holding current value

$7.58 Million

Previous $9.7 Billion 23.67%

% of portfolio

5.7%

Previous 8.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$228.54 - $279.83 $2.53 Million - $3.09 Million	-11,053 Reduced 29.46%	26,469 $7.41 Billion
Q1 2025 Apr 09, 2025	SELL	$251.87 - $277.95 $281,590 - $310,748	-1,118 Reduced 2.89%	37,522 $9.7 Billion
Q4 2024 Jan 14, 2025	BUY	$261.5 - $284.63 $3.83 Million - $4.17 Million	14,639 Added 60.99%	38,640 $10.2 Billion
Q3 2024 Nov 07, 2024	BUY	$237.84 - $263.83 $237,126 - $263,038	997 Added 4.33%	24,001 $6.33 Billion
Q2 2024 Jul 16, 2024	SELL	$234.99 - $248.98 $623,898 - $661,041	-2,655 Reduced 10.35%	23,004 $5.57 Billion
Q1 2024 Apr 22, 2024	SELL	$225.86 - $249.86 $3.48 Million - $3.85 Million	-15,396 Reduced 37.5%	25,659 $6.41 Billion
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $8.03 Million - $9.6 Million	41,055 New	41,055 $9.55 Billion

Others Institutions Holding VO

# of Institutions

2,433

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
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Bennett Associates Wealth Management Vanguard Mid Cap ETF Transaction History