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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-21- 0.38% |
$4.93K - $5.23K
|
5.52K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
485+ 2.43% |
$114K - $121K
|
20.5K
$5.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-41- 8.52% |
$9.63K - $10.2K
|
440
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 75.12% |
$587K - $622K
|
828
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
1.91KNew |
$449K - $476K
|
1.91K
$505K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
101+ 10.78% |
$23.7K - $25.1K
|
1.04K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 23.33% |
$4.93K - $5.23K
|
69
$18.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
415New |
$97.5K - $103K
|
415
$110K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-12- 0.96% |
$2.82K - $2.99K
|
1.24K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
42+ 2.63% |
$9.87K - $10.5K
|
1.64K
$433K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-701- 43.79% |
$165K - $175K
|
900
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
17New |
$3.99K - $4.23K
|
17
$4.49K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
466+ 50.65% |
$110K - $116K
|
1.39K
$366K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 3.36% |
$7.05K - $7.47K
|
864
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.26K- 13.89% |
$297K - $314K
|
7.82K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
9+ 5.33% |
$2.11K - $2.24K
|
178
$47K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
879New |
$207K - $219K
|
879
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.74% |
$17.6K - $18.7K
|
10K
$2.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
415New |
$97.5K - $103K
|
415
$110K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 6.32% |
$12K - $12.7K
|
756
$200K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1+ 0.03% |
$235 - $249
|
3.56K
$940K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.08KNew |
$254K - $269K
|
1.08K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
57+ 0.92% |
$13.4K - $14.2K
|
6.23K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
30New |
$7.05K - $7.47K
|
30
$7.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 0.43% |
$1.17K - $1.24K
|
1.17K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
213New |
$50.1K - $53K
|
213
$56.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.53% |
$1.64K - $1.74K
|
1.32K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-39- 73.58% |
$9.16K - $9.71K
|
14
$3.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 9.94% |
$291K - $308K
|
11.2K
$2.96M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
673+ 25.26% |
$158K - $168K
|
3.34K
$882K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
53+ 1.75% |
$12.5K - $13.2K
|
3.08K
$814K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.83K- 30.8% |
$429K - $455K
|
4.1K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.1KNew |
$963K - $1.02M
|
4.1K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$235 - $249
|
6.08K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-87- 7.83% |
$20.4K - $21.7K
|
1.02K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-208- 1.72% |
$48.9K - $51.8K
|
11.9K
$3.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$332K - $351K
|
1.41K
$373K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 1.06% |
$2.82K - $2.99K
|
1.12K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1K- 6.83% |
$235K - $249K
|
13.7K
$3.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
240New |
$56.4K - $59.8K
|
240
$63.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-170- 6.77% |
$39.9K - $42.3K
|
2.34K
$619K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-254- 14.89% |
$59.7K - $63.2K
|
1.45K
$384K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
24+ 3.67% |
$5.64K - $5.98K
|
678
$179K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
485New |
$114K - $121K
|
485
$128K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 34.21% |
$12.2K - $12.9K
|
100
$26.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
42+ 23.33% |
$9.87K - $10.5K
|
222
$58.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-22- 2.14% |
$5.17K - $5.48K
|
1.01K
$266K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.15K+ 489.95% |
$504K - $534K
|
2.58K
$683K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
960New |
$226K - $239K
|
960
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.26K- 98.41% |
$2.17M - $2.3M
|
150
$39.6K
|