Human Investing LLC Vanguard Mid Cap ETF Transaction History

Human Investing LLC

$566 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$261.5 - $284.63 $144,871 - $157,685	554 New	554 $146,000
Q2 2022 Jul 27, 2022	BUY	$190.36 - $240.41 $439,160 - $554,625	2,307 New	2,307 $454,000
Q2 2021 Aug 02, 2021	SELL	$223.23 - $238.25 $15,626 - $16,677	-70 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$176.14 - $208.21 $24,835 - $29,357	-141 Reduced 66.82%	70 $14,000
Q3 2020 Oct 27, 2020	BUY	$164.39 - $185.0 $11,671 - $13,135	71 Added 50.71%	211 $37,000
Q2 2020 Jul 22, 2020	SELL	$124.34 - $175.42 $75,350 - $106,304	-606 Reduced 81.23%	140 $23,000
Q1 2020 Apr 22, 2020	BUY	$112.37 - $186.27 $83,828 - $138,957	746 New	746 $98,000
Q1 2019 May 14, 2019	SELL	N/A	-3,575 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	3,575 New	3,575 $494,000

Others Institutions Holding VO

# of Institutions

2,373

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

Wells Fargo & Company San Francisco, CA

24M
Shares

$6.85 Billion
1.45% of portfolio
Jones Financial Companies Lllp

18.4M
Shares

$5.25 Billion
4.27% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.75 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

8.21M
Shares

$2.35 Billion
2.0% of portfolio
Morgan Stanley New York, NY

8.03M
Shares

$2.3 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

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