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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.23K+ 66.69% |
$505K - $558K
|
5.58K
$1.53M
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-48.7K- 47.74% |
$11M - $12.2M
|
53.3K
$14.6M
|
|
Apr 15, 2024
Q1 2024
|
Hillman CO
|
BUY
|
- |
27.9K+ 136.21% |
$6.29M - $6.96M
|
48.3K
$13.2M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1+ 0.56% |
$226 - $250
|
181
$49.5K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
866New |
$196K - $216K
|
866
$237K
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-13- 0.59% |
$2.94K - $3.25K
|
2.2K
$602K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 86.96% |
$4.52K - $5K
|
3
$821
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$226 - $250
|
5.31K
$1.45M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.12% |
$226 - $250
|
867
$237K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$2.52M - $2.79M
|
11.2K
$3.06M
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
19+ 6.4% |
$4.29K - $4.75K
|
316
$86.4K
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.22KNew |
$276K - $305K
|
1.22K
$334K
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-603- 0.95% |
$136K - $151K
|
63K
$17.2M
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
279+ 96.21% |
$63K - $69.7K
|
569
$156K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-100- 1.32% |
$22.6K - $25K
|
7.49K
$2.05M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-97- 15.16% |
$21.9K - $24.2K
|
543
$149K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$21.2K - $23.5K
|
94
$25.7K
|
|
Q4 2023 | |||||||
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
950New |
$186K - $222K
|
950
$260K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
41New |
$8.02K - $9.59K
|
41
$11.2K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
22New |
$4.3K - $5.15K
|
22
$6.02K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5+ 0.05% |
$978 - $1.17K
|
10.6K
$2.91M
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.04KNew |
$204K - $244K
|
1.04K
$285K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
285+ 40.71% |
$55.8K - $66.7K
|
985
$269K
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.51KNew |
$1.86M - $2.22M
|
9.51K
$2.6M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.3K - $5.15K
|
22
$6.02K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
25New |
$4.89K - $5.85K
|
25
$6.84K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.74KNew |
$341K - $407K
|
1.74K
$476K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-43- 26.38% |
$8.41K - $10.1K
|
120
$32.8K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
22+ 2200.0% |
$4.3K - $5.15K
|
23
$6.29K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
504New |
$98.6K - $118K
|
504
$138K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.12K+ 4.26% |
$219K - $262K
|
27.4K
$7.49M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-498- 97.27% |
$97.4K - $117K
|
14
$3.83K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.17K - $1.4K
|
6
$1.64K
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-248- 21.18% |
$48.5K - $58K
|
923
$252K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
45New |
$8.8K - $10.5K
|
45
$12.3K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.31K- 37.48% |
$452K - $541K
|
3.86K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-89- 5.14% |
$17.4K - $20.8K
|
1.64K
$449K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
45New |
$8.8K - $10.5K
|
45
$12.3K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
367KNew |
$71.9M - $86M
|
367K
$101M
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
932New |
$182K - $218K
|
932
$255K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-117- 50.21% |
$22.9K - $27.4K
|
116
$31.7K
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-264- 14.31% |
$51.7K - $61.8K
|
1.58K
$432K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
53New |
$10.4K - $12.4K
|
53
$14.5K
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-118- 9.54% |
$23.1K - $27.6K
|
1.12K
$306K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-35- 30.17% |
$6.85K - $8.19K
|
81
$22.2K
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
890New |
$174K - $208K
|
890
$243K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-54- 14.4% |
$10.6K - $12.6K
|
321
$87.8K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2New |
$391 - $468
|
2
$547
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.08KNew |
$211K - $252K
|
1.08K
$295K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 50.0% |
$4.89K - $5.85K
|
25
$6.84K
|