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 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-431- 0.42% |
$103K - $114K
|
102K
$27.9M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-441- 3.6% |
$105K - $116K
|
11.8K
$3.23M
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
94+ 2.76% |
$22.4K - $24.8K
|
3.5K
$956K
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-857- 17.0% |
$204K - $226K
|
4.18K
$1.14M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14- 1.0% |
$3.33K - $3.69K
|
1.38K
$378K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 1.19% |
$238 - $264
|
83
$22.7K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.57K+ 2.2% |
$373K - $414K
|
72.8K
$19.9M
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.09K+ 10.3% |
$972K - $1.08M
|
43.8K
$12M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
23+ 2.7% |
$5.47K - $6.07K
|
874
$239K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.51K+ 126.61% |
$1.79M - $1.98M
|
13.4K
$3.68M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-947- 7.56% |
$225K - $250K
|
11.6K
$3.17M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.7K- 47.32% |
$404K - $448K
|
1.89K
$517K
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
1.14K+ 29.44% |
$270K - $300K
|
5K
$1.37M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 1.74% |
$12.1K - $13.5K
|
2.97K
$814K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
98+ 0.68% |
$23.3K - $25.9K
|
14.5K
$3.98M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
778New |
$185K - $205K
|
778
$213K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
859New |
$204K - $227K
|
859
$235K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
148+ 0.17% |
$35.2K - $39K
|
88K
$24.1M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.08K- 1.89% |
$257K - $285K
|
56.3K
$15.4M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-571- 19.72% |
$136K - $151K
|
2.32K
$636K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.07K+ 3.78% |
$255K - $283K
|
29.5K
$8.06M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-779- 15.08% |
$185K - $206K
|
4.39K
$1.2M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.23K+ 6.75% |
$293K - $325K
|
19.5K
$5.32M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-153- 2.14% |
$36.4K - $40.4K
|
6.99K
$1.91M
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
634+ 0.77% |
$151K - $167K
|
83.3K
$22.8M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
192New |
$45.7K - $50.7K
|
192
$52.5K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-938- 6.49% |
$223K - $247K
|
13.5K
$3.7M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
125+ 12.51% |
$29.7K - $33K
|
1.12K
$307K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
272+ 1.07% |
$64.7K - $71.8K
|
25.7K
$7.02M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6- 0.18% |
$1.43K - $1.58K
|
3.28K
$898K
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-28- 0.34% |
$6.66K - $7.39K
|
8.15K
$2.23M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-247- 2.42% |
$58.7K - $65.2K
|
9.94K
$2.72M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
15K+ 1015.04% |
$3.56M - $3.95M
|
16.5K
$4.5M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
246+ 9.87% |
$58.5K - $64.9K
|
2.74K
$749K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.68% |
$1.9K - $2.11K
|
1.18K
$322K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
70+ 7.87% |
$16.6K - $18.5K
|
960
$263K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
291+ 5.66% |
$69.2K - $76.8K
|
5.44K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.75K+ 1.98% |
$891K - $989K
|
193K
$52.9M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$1.19K - $1.32K
|
2.6K
$710K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.4K+ 88.58% |
$810K - $898K
|
7.25K
$1.98M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-311- 0.58% |
$74K - $82.1K
|
53K
$14.5M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
946New |
$225K - $250K
|
946
$259K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.45% |
$238 - $264
|
221
$60.5K
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.48K+ 27.57% |
$1.3M - $1.45M
|
25.4K
$6.94M
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.16K- 2.82% |
$277K - $307K
|
40.1K
$11M
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-26- 0.81% |
$6.18K - $6.86K
|
3.19K
$873K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-145- 1.14% |
$34.5K - $38.3K
|
12.5K
$3.43M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.7K+ 2.34% |
$6.82M - $7.57M
|
1.25M
$343M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-578- 0.6% |
$137K - $152K
|
95.3K
$26.1M
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
17+ 0.68% |
$4.04K - $4.49K
|
2.53K
$692K
|