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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
237+ 1.74% |
$56.4K - $62.5K
|
13.8K
$3.66M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.92% |
$4.28K - $4.75K
|
1.93K
$510K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-99- 4.89% |
$23.5K - $26.1K
|
1.93K
$509K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
48New |
$11.4K - $12.7K
|
48
$12.7K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-312- 6.5% |
$74.2K - $82.3K
|
4.49K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8+ 0.07% |
$1.9K - $2.11K
|
10.7K
$2.83M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
261+ 13.96% |
$62.1K - $68.9K
|
2.13K
$563K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
118+ 2.99% |
$28.1K - $31.1K
|
4.07K
$1.08M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
455+ 22.81% |
$108K - $120K
|
2.45K
$648K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
49+ 1.42% |
$11.7K - $12.9K
|
3.51K
$927K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
658+ 35.38% |
$156K - $174K
|
2.52K
$665K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-21.1K- 5.2% |
$5.01M - $5.56M
|
384K
$102M
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
762New |
$181K - $201K
|
762
$201K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 29.11% |
$10.9K - $12.1K
|
204
$53.9K
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 0.68% |
$95.1K - $106K
|
58.1K
$15.3M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-213- 0.68% |
$50.7K - $56.2K
|
31.1K
$8.22M
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-515- 14.18% |
$122K - $136K
|
3.12K
$824K
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
383+ 5.01% |
$91.1K - $101K
|
8.03K
$2.12M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-60- 2.3% |
$14.3K - $15.8K
|
2.55K
$674K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.02K- 2.82% |
$480K - $533K
|
69.5K
$18.4M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.48K+ 5.69% |
$352K - $390K
|
27.5K
$7.27M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.62K+ 2.67% |
$1.57M - $1.75M
|
254K
$67.2M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-256- 1.32% |
$60.9K - $67.5K
|
19.1K
$5.04M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.1K- 21.63% |
$2.89M - $3.2M
|
44K
$11.6M
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
200+ 8.26% |
$47.6K - $52.8K
|
2.62K
$693K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$1.28M - $1.42M
|
5.38K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.94K+ 10.58% |
$937K - $1.04M
|
41.2K
$10.9M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.07KNew |
$253K - $281K
|
1.07K
$281K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 33.52% |
$2.56M - $2.84M
|
42.9K
$11.3M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
410+ 2.56% |
$97.5K - $108K
|
16.4K
$4.33M
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
860New |
$205K - $227K
|
860
$227K
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-298- 1.12% |
$70.9K - $78.6K
|
26.3K
$6.94M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-20- 0.8% |
$4.76K - $5.28K
|
2.48K
$654K
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.28K+ 2.05% |
$1.73M - $1.92M
|
363K
$96M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.42K- 4.09% |
$576K - $639K
|
56.8K
$15M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
33+ 0.6% |
$7.85K - $8.71K
|
5.52K
$1.46M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
562+ 12.39% |
$134K - $148K
|
5.1K
$1.35M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.23% |
$714 - $791
|
1.33K
$350K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-135- 5.65% |
$32.1K - $35.6K
|
2.25K
$595K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.4% |
$1.66K - $1.85K
|
1.76K
$466K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-690- 2.33% |
$164K - $182K
|
28.9K
$7.64M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
260+ 18.06% |
$61.8K - $68.6K
|
1.7K
$449K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.66K- 8.84% |
$632K - $701K
|
27.4K
$7.24M
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
23.9K+ 22.89% |
$5.69M - $6.31M
|
128K
$33.9M
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
801New |
$191K - $211K
|
801
$212K
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
1New |
$238 - $264
|
1
$264
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
864New |
$205K - $228K
|
864
$228K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.64K- 85.5% |
$628K - $697K
|
448
$118K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.12KNew |
$267K - $296K
|
1.12K
$297K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
813+ 41.69% |
$193K - $214K
|
2.76K
$730K
|