Wheelhouse Advisory Group LLC Vanguard Mid Cap ETF Transaction History

Wheelhouse Advisory Group LLC

$203 Billion
Q2 2025

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 38,498 shares of VO stock, worth $11.3 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares

38,498

Previous 37,084 3.81%

Holding current value

$11.3 Million

Previous $9.59 Billion 12.33%

% of portfolio

5.31%

Previous 5.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$228.54 - $279.83 $323,155 - $395,679	1,414 Added 3.81%	38,498 $10.8 Billion
Q1 2025 Apr 29, 2025	BUY	$251.87 - $277.95 $483,590 - $533,664	1,920 Added 5.46%	37,084 $9.59 Billion
Q4 2024 Jan 21, 2025	BUY	$261.5 - $284.63 $434,874 - $473,339	1,663 Added 4.96%	35,164 $9.29 Billion
Q3 2024 Oct 29, 2024	BUY	$237.84 - $263.83 $385,300 - $427,404	1,620 Added 5.08%	33,501 $8.84 Billion
Q2 2024 Jul 18, 2024	BUY	$234.99 - $248.98 $438,021 - $464,098	1,864 Added 6.21%	31,881 $7.69 Billion
Q1 2024 Apr 23, 2024	BUY	$225.86 - $249.86 $699,262 - $773,566	3,096 Added 11.5%	30,017 $7.5 Billion
Q4 2023 Jan 31, 2024	BUY	$195.66 - $233.95 $5.27 Million - $6.3 Million	26,921 New	26,921 $6.26 Billion

Others Institutions Holding VO

# of Institutions

2,434

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Wheelhouse Advisory Group LLC Vanguard Mid Cap ETF Transaction History