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 |
---|---|---|---|---|---|---|---|
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
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-34- 2.81% |
$8.56K - $9.45K
|
1.18K
$332K
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
473+ 20.96% |
$119K - $131K
|
2.73K
$770K
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1.23K+ 942.31% |
$309K - $340K
|
1.36K
$382K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
52+ 3.83% |
$13.1K - $14.5K
|
1.41K
$398K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.55K+ 4.48% |
$895K - $988K
|
82.9K
$23.4M
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.01% |
$12.1K - $13.3K
|
437K
$123M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
548+ 20.87% |
$138K - $152K
|
3.17K
$895K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.5K+ 4.0% |
$5.17M - $5.71M
|
534K
$150M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.9K+ 11.01% |
$4.77M - $5.26M
|
191K
$53.8M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.9K- 5.48% |
$4M - $4.41M
|
274K
$77.1M
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
630+ 8.18% |
$159K - $175K
|
8.33K
$2.35M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 7.33% |
$236K - $260K
|
13.7K
$3.87M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-174- 2.09% |
$43.8K - $48.4K
|
8.15K
$2.3M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
995+ 6.56% |
$251K - $277K
|
16.2K
$4.56M
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-430- 59.31% |
$108K - $120K
|
295
$83.2K
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2New |
$504 - $556
|
2
$564
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
62+ 0.32% |
$15.6K - $17.2K
|
19.3K
$5.44M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-124- 5.08% |
$31.2K - $34.5K
|
2.32K
$653K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-80- 5.82% |
$20.1K - $22.2K
|
1.29K
$365K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-295- 1.24% |
$74.3K - $82K
|
23.5K
$6.63M
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
SELL
|
- |
-4.98K- 8.33% |
$1.25M - $1.38M
|
54.8K
$15.4M
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.66K- 8.0% |
$418K - $461K
|
19.1K
$5.38M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
622+ 1.99% |
$157K - $173K
|
31.9K
$8.99M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-375- 2.55% |
$94.5K - $104K
|
14.4K
$4.05M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-27.4K- 91.91% |
$6.9M - $7.62M
|
2.41K
$680K
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.8K- 70.18% |
$4.72M - $5.21M
|
7.97K
$2.25M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.1K+ 4.9% |
$7.07M - $7.8M
|
601K
$169M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
28.8KNew |
$7.25M - $8M
|
28.8K
$8.12M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
786+ 7.85% |
$198K - $218K
|
10.8K
$3.04M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.11K- 13.18% |
$1.79M - $1.98M
|
46.8K
$13.2M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.81K+ 10.37% |
$707K - $780K
|
29.9K
$8.42M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.06K+ 3.9% |
$1.02M - $1.13M
|
108K
$30.5M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.48K- 9.91% |
$876K - $967K
|
31.6K
$8.91M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 3.87% |
$2.59M - $2.86M
|
276K
$77.7M
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-300- 0.61% |
$75.6K - $83.4K
|
48.8K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
845+ 20.47% |
$213K - $235K
|
4.97K
$1.4M
|