Latest Institutional Transactions on Vanguard Mid Cap ETF (VO)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap ETF (VO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
7.25K+ 42.23% |
$1.9M - $2.06M
|
24.4K
$6.78M
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.32KNew |
$606K - $659K
|
2.32K
$643K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
1.1KNew |
$287K - $313K
|
1.1K
$305K
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.31KNew |
$344K - $374K
|
1.31K
$365K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-172- 16.33% |
$45K - $49K
|
881
$245K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
76+ 4.11% |
$19.9K - $21.6K
|
1.93K
$534K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
12.2KNew |
$3.18M - $3.47M
|
12.2K
$3.38M
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-21- 0.12% |
$5.49K - $5.98K
|
17.5K
$4.85M
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
74+ 2.03% |
$19.4K - $21.1K
|
3.73K
$1.03M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.8K+ 39.65% |
$3.34M - $3.63M
|
45K
$12.5M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-245- 1.43% |
$64.1K - $69.7K
|
16.9K
$4.69M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.24K+ 7.7% |
$585K - $636K
|
31.3K
$8.68M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
881+ 23.91% |
$230K - $251K
|
4.57K
$1.27M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
44New |
$11.5K - $12.5K
|
44
$12.2K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-9.07K- 29.9% |
$2.37M - $2.58M
|
21.3K
$5.9M
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-167- 1.41% |
$43.7K - $47.5K
|
11.7K
$3.23M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
895New |
$234K - $255K
|
895
$248K
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-12- 0.74% |
$3.14K - $3.42K
|
1.61K
$447K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-94- 12.5% |
$24.6K - $26.8K
|
658
$183K
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-6.87K- 47.15% |
$1.8M - $1.96M
|
7.7K
$2.14M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-15.8K- 6.73% |
$4.13M - $4.5M
|
219K
$60.8M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.94K- 62.89% |
$1.29M - $1.41M
|
2.92K
$809K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.07KNew |
$281K - $306K
|
1.07K
$298K
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
490+ 3.18% |
$128K - $139K
|
15.9K
$4.41M
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
37KNew |
$9.67M - $10.5M
|
37K
$10.3M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.55KNew |
$1.19M - $1.3M
|
4.55K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.37K- 4.4% |
$359K - $391K
|
29.8K
$8.27M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
59.8K+ 53.33% |
$15.6M - $17M
|
172K
$47.7M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.97K+ 0.7% |
$516K - $562K
|
282K
$78.3M
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-45- 4.34% |
$11.8K - $12.8K
|
993
$276K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 27.92% |
$1.29M - $1.41M
|
12.8K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-1.4K- 27.45% |
$366K - $398K
|
3.7K
$1.03M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.15% |
$1.13M - $1.23M
|
371K
$103M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.37% |
$523 - $569
|
537
$149K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.02K+ 19.84% |
$1.83M - $2M
|
42.4K
$11.8M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.35K+ 3.06% |
$354K - $385K
|
45.6K
$12.7M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-20- 2.57% |
$5.23K - $5.69K
|
759
$211K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-184- 1.2% |
$48.1K - $52.4K
|
15.2K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
698+ 2585.19% |
$183K - $199K
|
725
$201K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.71KNew |
$709K - $772K
|
2.71K
$753K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$523 - $569
|
11.1K
$3.08M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.33K+ 60.36% |
$609K - $662K
|
6.18K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-68- 1.37% |
$17.8K - $19.4K
|
4.89K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
86+ 17.2% |
$22.5K - $24.5K
|
586
$163K
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.07KNew |
$802K - $873K
|
3.07K
$852K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
13.4K+ 100.0% |
$3.49M - $3.8M
|
26.7K
$7.42M
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
660+ 3.55% |
$173K - $188K
|
19.2K
$5.34M
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.44KNew |
$2.47M - $2.69M
|
9.44K
$2.62M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
485K+ 3.01% |
$127M - $138M
|
16.6M
$4.6B
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
5.1K+ 5100.0% |
$1.33M - $1.45M
|
5.2K
$1.44M
|