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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.13K+ 6.76% |
$488K - $597K
|
33.7K
$9.5M
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
983+ 1.46% |
$225K - $275K
|
68.2K
$19.2M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.74K- 2.98% |
$398K - $487K
|
56.7K
$16M
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
19+ 1.93% |
$4.34K - $5.32K
|
1.01K
$283K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
719+ 58.12% |
$164K - $201K
|
1.96K
$551K
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
21.5K+ 29.36% |
$4.91M - $6.01M
|
94.7K
$26.7M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-119- 2.31% |
$27.2K - $33.3K
|
5.03K
$1.42M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-84- 2.49% |
$19.2K - $23.5K
|
3.29K
$927K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.28% |
$2.06K - $2.52K
|
3.2K
$901K
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.05K+ 3.62% |
$240K - $294K
|
30.1K
$8.49M
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.82K+ 15.42% |
$873K - $1.07M
|
28.6K
$8.07M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-323- 29.15% |
$73.8K - $90.4K
|
785
$221K
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-180- 1.12% |
$41.1K - $50.4K
|
15.9K
$4.48M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.37K+ 12.03% |
$769K - $942K
|
31.3K
$8.84M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-41- 1.14% |
$9.37K - $11.5K
|
3.56K
$1M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1- 0.08% |
$229 - $280
|
1.27K
$357K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-253- 8.76% |
$57.8K - $70.8K
|
2.64K
$743K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
502+ 18.77% |
$115K - $140K
|
3.18K
$896K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.64K+ 39.78% |
$1.06M - $1.3M
|
16.3K
$4.59M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
1.91K+ 4.26% |
$436K - $534K
|
46.7K
$13.2M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-235- 5.3% |
$53.7K - $65.8K
|
4.2K
$1.18M
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8.47KNew |
$2.13M - $2.35M
|
8.47K
$2.39M
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-75- 8.24% |
$18.9K - $20.8K
|
835
$235K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.05K- 6.86% |
$515K - $568K
|
27.8K
$7.82M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3+ 0.48% |
$756 - $834
|
627
$177K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
325K+ 2219.28% |
$81.9M - $90.4M
|
340K
$95.8M
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
226+ 1.21% |
$56.9K - $62.8K
|
18.9K
$5.32M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
40New |
$10.1K - $11.1K
|
40
$11.3K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-868Closed |
$219K - $241K
|
0
$0
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$1.01K - $1.11K
|
1.68K
$472K
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
17.5K+ 874100.0% |
$4.4M - $4.86M
|
17.5K
$4.93M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
478K+ 2.67% |
$120M - $133M
|
18.4M
$5.17B
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6.25K- 30.28% |
$1.58M - $1.74M
|
14.4K
$4.06M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.31K+ 68.36% |
$329K - $363K
|
3.21K
$906K
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-250- 16.23% |
$63K - $69.5K
|
1.29K
$364K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
26+ 9.42% |
$6.55K - $7.23K
|
302
$85.1K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.6K- 34.8% |
$2.42M - $2.67M
|
18K
$5.07M
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
4+ 0.06% |
$1.01K - $1.11K
|
7.21K
$2.03M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.05% |
$2.77K - $3.06K
|
22.3K
$6.28M
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6+ 0.1% |
$1.51K - $1.67K
|
5.81K
$1.64M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
782+ 0.89% |
$197K - $217K
|
88.2K
$24.9M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13.5KNew |
$3.4M - $3.75M
|
13.5K
$3.8M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-37- 0.48% |
$9.32K - $10.3K
|
7.61K
$2.14M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
723New |
$182K - $201K
|
723
$204K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
37K+ 658.63% |
$9.33M - $10.3M
|
42.7K
$12M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
261+ 4.37% |
$65.7K - $72.5K
|
6.24K
$1.76M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
343+ 13.23% |
$86.4K - $95.3K
|
2.94K
$827K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
292+ 7.12% |
$73.5K - $81.2K
|
4.4K
$1.24M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83+ 4150.0% |
$20.9K - $23.1K
|
85
$24K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-171- 3.28% |
$43.1K - $47.5K
|
5.04K
$1.42M
|