Uptown Financial Advisors LLC Vanguard Mid Cap ETF Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 31,413 shares of VO stock, worth $9.19 Million. This represents 7.6% of its overall portfolio holdings.

Number of Shares
31,413
Previous 31,244 0.54%
Holding current value
$9.19 Million
Previous $8.74 Billion 5.54%
% of portfolio
7.6%
Previous 7.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$279.83 - $293.74 $47,291 - $49,642
169 Added 0.54%
31,413 $9.23 Billion
Q2 2025

Jul 10, 2025
SELL
$228.54 - $279.83 $70,161 - $85,907
-307 Reduced 0.97%
31,244 $8.74 Billion
Q1 2025

May 06, 2025
BUY
$251.87 - $277.95 $533,712 - $588,976
2,119 Added 7.2%
31,551 $8.16 Billion
Q4 2024

Apr 29, 2025
BUY
$261.5 - $284.63 $7.7 Million - $8.38 Million
29,432 New
29,432 $7.77 Billion

Others Institutions Holding VO

# of Institutions
2,463
Shares Held
212M
Call Options Held
71.5K
Put Options Held
24.9K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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