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 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145+ 34.28% |
$34.5K - $38.3K
|
568
$150K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.6K- 59.77% |
$618K - $686K
|
1.75K
$463K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-126- 2.88% |
$30K - $33.2K
|
4.25K
$1.12M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
803+ 9.31% |
$191K - $212K
|
9.43K
$2.49M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-87- 2.91% |
$20.7K - $23K
|
2.9K
$767K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.02% |
$238 - $264
|
4.13K
$1.09M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
22+ 2.6% |
$5.23K - $5.8K
|
868
$229K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.5K+ 27.96% |
$2.5M - $2.78M
|
48.2K
$12.7M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8.3K+ 238.07% |
$1.98M - $2.19M
|
11.8K
$3.12M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.79K+ 29.52% |
$1.38M - $1.53M
|
25.4K
$6.71M
|
|
Oct 03, 2024
Q3 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
542+ 1.29% |
$129K - $143K
|
42.5K
$11.2M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-392- 1.01% |
$93.2K - $103K
|
38.5K
$10.2M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-64- 1.63% |
$15.2K - $16.9K
|
3.87K
$1.02M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-104- 7.59% |
$24.7K - $27.4K
|
1.27K
$335K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
323+ 33.72% |
$76.8K - $85.2K
|
1.28K
$339K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
824New |
$196K - $217K
|
824
$218K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
26+ 0.95% |
$6.18K - $6.86K
|
2.76K
$730K
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-384- 1.25% |
$91.3K - $101K
|
30.4K
$8.04M
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
8+ 400.0% |
$1.9K - $2.11K
|
10
$2.64K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.4K+ 2.83% |
$3.19M - $3.53M
|
486K
$129M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.63K+ 9.63% |
$1.34M - $1.49M
|
64.1K
$16.9M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-344- 0.5% |
$81.8K - $90.8K
|
68.2K
$18M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
7+ 0.47% |
$1.66K - $1.85K
|
1.49K
$395K
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9.33K- 71.65% |
$2.22M - $2.46M
|
3.69K
$976K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16- 1.3% |
$3.81K - $4.22K
|
1.22K
$322K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
24+ 32.0% |
$5.71K - $6.33K
|
99
$26.2K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-382- 3.5% |
$90.9K - $101K
|
10.5K
$2.79M
|
|
Q2 2024 | |||||||
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-907- 26.15% |
$213K - $226K
|
2.56K
$677K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-34- 1.39% |
$7.99K - $8.47K
|
2.41K
$636K
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-818Closed |
$192K - $204K
|
0
$0
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
166+ 2.35% |
$39K - $41.3K
|
7.22K
$1.91M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-3.8K- 77.55% |
$893K - $946K
|
1.1K
$291K
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
41+ 1.02% |
$9.63K - $10.2K
|
4.04K
$1.07M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
811New |
$191K - $202K
|
811
$214K
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
863New |
$203K - $215K
|
863
$228K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.37KNew |
$1.03M - $1.09M
|
4.37K
$1.15M
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
386New |
$90.7K - $96.1K
|
386
$102K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-126- 10.46% |
$29.6K - $31.4K
|
1.08K
$285K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
325+ 10.66% |
$76.4K - $80.9K
|
3.37K
$892K
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-95- 0.71% |
$22.3K - $23.7K
|
13.3K
$3.5M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.68KNew |
$395K - $418K
|
1.68K
$444K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-57- 1.73% |
$13.4K - $14.2K
|
3.24K
$856K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
916New |
$215K - $228K
|
916
$242K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$476K - $505K
|
2.03K
$536K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-85- 0.99% |
$20K - $21.2K
|
8.47K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-106- 8.2% |
$24.9K - $26.4K
|
1.19K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-59- 0.05% |
$13.9K - $14.7K
|
111K
$29.4M
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.48K- 3.7% |
$347K - $368K
|
38.4K
$10.2M
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.49KNew |
$350K - $371K
|
1.49K
$394K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.36K+ 38.15% |
$318K - $337K
|
4.91K
$1.3M
|