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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.45K- 8.81% |
$326K - $361K
|
15K
$4.09M
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$1.36K - $1.5K
|
6
$1.64K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.37K- 9.85% |
$1.89M - $2.09M
|
76.7K
$21M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.02% |
$226 - $250
|
4.14K
$1.13M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-230- 10.89% |
$51.9K - $57.5K
|
1.88K
$515K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
121+ 9.11% |
$27.3K - $30.2K
|
1.45K
$396K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-117- 74.52% |
$26.4K - $29.2K
|
40
$10.9K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 5.49% |
$56.5K - $62.5K
|
4.31K
$1.18M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.37KNew |
$1.89M - $2.09M
|
8.37K
$2.29M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
860New |
$194K - $215K
|
860
$235K
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.2K- 23.44% |
$271K - $299K
|
3.91K
$1.07M
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-4- 0.33% |
$903 - $999
|
1.2K
$328K
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-1.03K- 8.91% |
$233K - $258K
|
10.5K
$2.88M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
248New |
$56K - $62K
|
248
$67.8K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 5.0% |
$1.13K - $1.25K
|
105
$28.7K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
184+ 3.31% |
$41.6K - $46K
|
5.74K
$1.57M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-237- 5.54% |
$53.5K - $59.2K
|
4.04K
$1.11M
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.96% |
$231K - $256K
|
26.9K
$7.35M
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 8.8% |
$10.6K - $11.7K
|
487
$133K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.5K+ 71.95% |
$2.36M - $2.62M
|
25K
$6.84M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
150+ 3.03% |
$33.9K - $37.5K
|
5.1K
$1.39M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-156- 27.42% |
$35.2K - $39K
|
413
$113K
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 1.24% |
$5.65K - $6.25K
|
2.04K
$557K
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-47- 2.77% |
$10.6K - $11.7K
|
1.65K
$452K
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-526- 33.31% |
$119K - $131K
|
1.05K
$288K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.05KNew |
$238K - $263K
|
1.05K
$288K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-743- 33.35% |
$168K - $186K
|
1.49K
$406K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
12+ 0.56% |
$2.71K - $3K
|
2.17K
$592K
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-22- 0.23% |
$4.97K - $5.5K
|
9.51K
$2.6M
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
850New |
$192K - $212K
|
850
$233K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.22KNew |
$1.18M - $1.3M
|
5.22K
$1.43M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 20.69% |
$136K - $150K
|
2.3K
$629K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.77KNew |
$400K - $443K
|
1.77K
$485K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
819New |
$185K - $205K
|
819
$224K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$452 - $500
|
2
$547
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-605- 30.73% |
$137K - $151K
|
1.36K
$373K
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-226- 21.02% |
$51K - $56.5K
|
849
$232K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-18- 6.02% |
$4.07K - $4.5K
|
281
$76.9K
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-275- 77.46% |
$62.1K - $68.7K
|
80
$21.9K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
267+ 2.06% |
$60.3K - $66.7K
|
13.2K
$3.62M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.09% |
$226 - $250
|
1.09K
$299K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2+ 0.19% |
$452 - $500
|
1.07K
$294K
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
956New |
$216K - $239K
|
956
$262K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$457K - $506K
|
2.03K
$554K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.63K- 7.19% |
$367K - $406K
|
21K
$5.74M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-45- 30.0% |
$10.2K - $11.2K
|
105
$28.7K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$678 - $750
|
3
$821
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
962New |
$217K - $240K
|
962
$263K
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.45KNew |
$554K - $613K
|
2.45K
$671K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.23K- 3.6% |
$277K - $306K
|
32.8K
$8.98M
|