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 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.47K+ 412.64% |
$370K - $408K
|
1.83K
$514K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.4K- 41.5% |
$2.61M - $2.88M
|
14.6K
$4.12M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-359- 2.61% |
$90.4K - $99.8K
|
13.4K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-390- 2.68% |
$98.2K - $108K
|
14.2K
$3.99M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 27.49% |
$439K - $484K
|
8.08K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 6.52% |
$261K - $288K
|
16.9K
$4.77M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.5K+ 11.48% |
$3.15M - $3.48M
|
121K
$34.2M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
322K+ 25.21% |
$81M - $89.4M
|
1.6M
$450M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-288- 7.2% |
$72.5K - $80K
|
3.71K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-9.25K- 67.61% |
$2.33M - $2.57M
|
4.43K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
872New |
$220K - $242K
|
872
$246K
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.3K- 6.24% |
$1.08M - $1.2M
|
64.6K
$18.2M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
139+ 16.01% |
$35K - $38.6K
|
1.01K
$284K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
320+ 2.33% |
$80.6K - $88.9K
|
14.1K
$3.97M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
56+ 3.59% |
$14.1K - $15.6K
|
1.62K
$456K
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
210+ 12.84% |
$52.9K - $58.4K
|
1.85K
$520K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
552+ 6.56% |
$139K - $153K
|
8.97K
$2.53M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.28K+ 14.83% |
$322K - $356K
|
9.91K
$2.79M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-5.09K- 41.8% |
$1.28M - $1.41M
|
7.09K
$2M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
61+ 1.11% |
$15.4K - $17K
|
5.54K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-10- 0.58% |
$2.52K - $2.78K
|
1.72K
$484K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-752- 25.5% |
$189K - $209K
|
2.2K
$619K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.19K+ 19.87% |
$299K - $330K
|
7.15K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.21K+ 7.04% |
$809K - $892K
|
48.8K
$13.8M
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-278- 0.49% |
$70K - $77.3K
|
56.4K
$15.9M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
43+ 0.68% |
$10.8K - $12K
|
6.32K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-30- 0.69% |
$7.56K - $8.34K
|
4.33K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
81+ 6.11% |
$20.4K - $22.5K
|
1.41K
$396K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.65K- 6.74% |
$920K - $1.02M
|
50.6K
$14.3M
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
13+ 0.46% |
$3.27K - $3.61K
|
2.87K
$809K
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
11.7K+ 12.57% |
$2.95M - $3.25M
|
105K
$29.5M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
42+ 2.55% |
$10.6K - $11.7K
|
1.69K
$475K
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
520+ 8.79% |
$131K - $145K
|
6.44K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.12% |
$756 - $834
|
2.42K
$682K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
306+ 6.96% |
$77.1K - $85.1K
|
4.71K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-23- 0.54% |
$5.79K - $6.39K
|
4.21K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.93K+ 1.84% |
$1.24M - $1.37M
|
273K
$77M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17K+ 27.23% |
$4.29M - $4.73M
|
79.6K
$22.4M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
166+ 1.25% |
$41.8K - $46.1K
|
13.4K
$3.79M
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-407- 7.99% |
$103K - $113K
|
4.69K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-538- 10.15% |
$136K - $150K
|
4.76K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-18.5K- 13.18% |
$4.67M - $5.15M
|
122K
$34.4M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.69K+ 116.89% |
$1.94M - $2.14M
|
14.3K
$4.02M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
301+ 4.18% |
$75.8K - $83.7K
|
7.5K
$2.11M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.1K- 0.15% |
$1.28M - $1.42M
|
3.39M
$955M
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.16K+ 3.48% |
$292K - $322K
|
34.4K
$9.7M
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.15% |
$1.76K - $1.95K
|
4.67K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.11K- 8.9% |
$532K - $587K
|
21.6K
$6.09M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
26+ 0.14% |
$6.55K - $7.23K
|
19K
$5.35M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13.2K+ 3.12% |
$3.32M - $3.66M
|
435K
$123M
|