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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.27K+ 1.69% |
$777K - $862K
|
196K
$51.9M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.1K- 5.45% |
$262K - $290K
|
19.1K
$5.04M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-550- 86.21% |
$131K - $145K
|
88
$23.3K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.55% |
$238 - $264
|
184
$48.6K
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
208+ 21.1% |
$49.5K - $54.9K
|
1.19K
$316K
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
73+ 0.16% |
$17.4K - $19.3K
|
46.5K
$12.3M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.1K+ 1.31% |
$974K - $1.08M
|
317K
$83.9M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
555+ 4.88% |
$132K - $146K
|
11.9K
$3.15M
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.19K- 50.0% |
$520K - $577K
|
2.19K
$578K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-221- 0.68% |
$52.6K - $58.3K
|
32.2K
$8.51M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-4.75K- 3.93% |
$1.13M - $1.25M
|
116K
$30.7M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-991- 4.1% |
$236K - $261K
|
23.2K
$6.12M
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
13+ 0.02% |
$3.09K - $3.43K
|
52.8K
$14M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-20- 0.1% |
$4.76K - $5.28K
|
20.5K
$5.41M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-123- 12.25% |
$29.3K - $32.5K
|
881
$233K
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
23+ 1.6% |
$5.47K - $6.07K
|
1.46K
$386K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-359- 0.87% |
$85.4K - $94.7K
|
41K
$10.8M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
393+ 11.79% |
$93.5K - $104K
|
3.73K
$985K
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-30- 1.58% |
$7.14K - $7.91K
|
1.87K
$495K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-7- 0.01% |
$1.66K - $1.85K
|
50K
$13.2M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
247+ 3.38% |
$58.7K - $65.2K
|
7.55K
$1.99M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-20- 1.73% |
$4.76K - $5.28K
|
1.14K
$300K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
29+ 0.33% |
$6.9K - $7.65K
|
8.86K
$2.34M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-3.38K- 10.05% |
$803K - $891K
|
30.2K
$7.98M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.97K- 2.77% |
$468K - $519K
|
68.9K
$18.2M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.61K+ 5.03% |
$383K - $425K
|
33.6K
$8.89M
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.2K+ 2.0% |
$285K - $317K
|
61.3K
$16.2M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.17KNew |
$279K - $309K
|
1.17K
$310K
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
14.2K+ 23.13% |
$3.38M - $3.75M
|
75.8K
$20M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-668- 0.95% |
$159K - $176K
|
69.6K
$18.4M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-538- 13.13% |
$128K - $142K
|
3.56K
$940K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-511- 9.03% |
$122K - $135K
|
5.15K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
49+ 2.18% |
$11.7K - $12.9K
|
2.3K
$607K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-74- 7.16% |
$17.6K - $19.5K
|
959
$253K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
916+ 3.88% |
$218K - $242K
|
24.5K
$6.48M
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
282+ 0.66% |
$67.1K - $74.4K
|
43.1K
$11.4M
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.19K+ 2.4% |
$284K - $315K
|
51K
$13.5M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-376- 8.15% |
$89.4K - $99.2K
|
4.24K
$1.12M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
91+ 3.59% |
$21.6K - $24K
|
2.63K
$694K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2+ 0.1% |
$476 - $528
|
2.09K
$552K
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-5- 0.58% |
$1.19K - $1.32K
|
856
$226K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8.57K- 79.08% |
$2.04M - $2.26M
|
2.27K
$599K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
37+ 0.43% |
$8.8K - $9.76K
|
8.65K
$2.29M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
284+ 20.84% |
$67.5K - $74.9K
|
1.65K
$435K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
49+ 1.1% |
$11.7K - $12.9K
|
4.52K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
141+ 0.16% |
$33.5K - $37.2K
|
89.1K
$23.5M
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4+ 0.07% |
$951 - $1.06K
|
5.96K
$1.57M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30.2K- 51.4% |
$7.18M - $7.96M
|
28.5K
$7.54M
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
9.85KNew |
$2.34M - $2.6M
|
9.85K
$2.6M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.55K+ 4.76% |
$368K - $408K
|
34.1K
$9.01M
|