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 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.06K+ 0.67% |
$253K - $280K
|
159K
$43.6M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
39+ 12.79% |
$9.28K - $10.3K
|
344
$94.1K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
83+ 6.13% |
$19.7K - $21.9K
|
1.44K
$393K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.1K- 2.33% |
$2.64M - $2.93M
|
467K
$128M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.51K+ 7.45% |
$835K - $926K
|
50.6K
$13.8M
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
555+ 1.67% |
$132K - $146K
|
33.7K
$9.23M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-142- 4.45% |
$33.8K - $37.5K
|
3.05K
$834K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-225- 7.03% |
$53.5K - $59.4K
|
2.97K
$814K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-42- 1.32% |
$9.99K - $11.1K
|
3.13K
$856K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-542- 2.55% |
$129K - $143K
|
20.7K
$5.67M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-288- 9.63% |
$68.5K - $76K
|
2.7K
$739K
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
7.21KNew |
$1.71M - $1.9M
|
7.21K
$1.97M
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-317- 2.0% |
$75.4K - $83.6K
|
15.6K
$4.25M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.88K- 4.22% |
$448K - $497K
|
42.7K
$11.7M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-400- 5.57% |
$95.1K - $106K
|
6.78K
$1.85M
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
12+ 0.45% |
$2.85K - $3.17K
|
2.66K
$727K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 19.92% |
$3.04M - $3.37M
|
76.9K
$21M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 2.44% |
$270K - $299K
|
47.7K
$13M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-53- 0.27% |
$12.6K - $14K
|
19.7K
$5.39M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
230+ 3.0% |
$54.7K - $60.7K
|
7.9K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-184- 3.77% |
$43.8K - $48.5K
|
4.69K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.03K- 20.55% |
$244K - $271K
|
3.97K
$1.09M
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
SELL
|
- |
-32- 0.29% |
$7.61K - $8.44K
|
10.9K
$2.99M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-44- 2.85% |
$10.5K - $11.6K
|
1.5K
$411K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8+ 0.56% |
$1.9K - $2.11K
|
1.44K
$395K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 68.13% |
$915K - $1.01M
|
9.49K
$2.6M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27+ 1.85% |
$6.42K - $7.12K
|
1.49K
$407K
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-164- 5.99% |
$39K - $43.3K
|
2.58K
$704K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
648+ 5.33% |
$154K - $171K
|
12.8K
$3.5M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
634+ 7.56% |
$151K - $167K
|
9.02K
$2.47M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
844+ 1.65% |
$201K - $223K
|
52.1K
$14.2M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
398+ 11.08% |
$94.7K - $105K
|
3.99K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
145+ 1.97% |
$34.5K - $38.3K
|
7.5K
$2.05M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.42% |
$1.66K - $1.85K
|
1.68K
$460K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
909+ 95.79% |
$216K - $240K
|
1.86K
$508K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
30+ 0.5% |
$7.14K - $7.91K
|
5.99K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
9+ 0.73% |
$2.14K - $2.37K
|
1.25K
$341K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
998+ 133.24% |
$237K - $263K
|
1.75K
$478K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-99- 6.59% |
$23.5K - $26.1K
|
1.4K
$384K
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
298+ 2.87% |
$70.9K - $78.6K
|
10.7K
$2.92M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
162+ 9.06% |
$38.5K - $42.7K
|
1.95K
$534K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
543+ 48.1% |
$129K - $143K
|
1.67K
$457K
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
270+ 0.56% |
$64.2K - $71.2K
|
48.2K
$13.2M
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$2.85K - $3.17K
|
14.8K
$4.05M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
273+ 2.29% |
$64.9K - $72K
|
12.2K
$3.34M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
1.64K+ 1.27% |
$391K - $433K
|
131K
$35.8M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
710+ 3.07% |
$169K - $187K
|
23.8K
$6.52M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.49K+ 5.8% |
$830K - $921K
|
63.6K
$17.4M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-6- 1.12% |
$1.43K - $1.58K
|
529
$145K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-773- 6.09% |
$184K - $204K
|
11.9K
$3.26M
|