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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-12- 1.27% |
$3.14K - $3.42K
|
932
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-998- 50.84% |
$261K - $284K
|
965
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2New |
$523 - $569
|
2
$572
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
763New |
$200K - $217K
|
763
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
289+ 1.67% |
$75.6K - $82.3K
|
17.6K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-816- 3.04% |
$213K - $232K
|
26.1K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
70+ 6.09% |
$18.3K - $19.9K
|
1.22K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.06% |
$262 - $285
|
1.64K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
869+ 42.43% |
$227K - $247K
|
2.92K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.92K- 81.39% |
$2.07M - $2.26M
|
1.81K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
184+ 16.61% |
$48.1K - $52.4K
|
1.29K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$328K - $357K
|
1.25K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.76KNew |
$459K - $500K
|
1.76K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
873New |
$228K - $248K
|
873
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-160- 57.55% |
$41.8K - $45.5K
|
118
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
514New |
$134K - $146K
|
514
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.3KNew |
$340K - $370K
|
1.3K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
835New |
$218K - $238K
|
835
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.62KNew |
$424K - $461K
|
1.62K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
143New |
$37.4K - $40.7K
|
143
$40.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
354+ 5.07% |
$92.6K - $101K
|
7.34K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
640New |
$167K - $182K
|
640
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.21KNew |
$838K - $913K
|
3.21K
$917K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
225New |
$58.8K - $64K
|
225
$64.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-320- 97.86% |
$83.7K - $91.1K
|
7
$2K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-660- 3.27% |
$173K - $188K
|
19.5K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
117KNew |
$30.5M - $33.2M
|
117K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.79K- 36.93% |
$1.78M - $1.93M
|
11.6K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1+ 0.08% |
$262 - $285
|
1.33K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
58+ 0.43% |
$15.2K - $16.5K
|
13.6K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
321+ 3.9% |
$83.9K - $91.4K
|
8.55K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
19New |
$4.97K - $5.41K
|
19
$5.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
24+ 0.26% |
$6.28K - $6.83K
|
9.1K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.79K- 8.95% |
$469K - $510K
|
18.2K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 4.2% |
$35K - $38.1K
|
3.05K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19- 0.3% |
$4.97K - $5.41K
|
6.33K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.5KNew |
$393K - $428K
|
1.5K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-367- 67.84% |
$96K - $104K
|
174
$49.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.19KNew |
$572K - $623K
|
2.19K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
130New |
$34K - $37K
|
130
$37.2K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-83Closed |
$21.7K - $23.6K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
4.05KNew |
$1.06M - $1.15M
|
4.05K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
667New |
$174K - $190K
|
667
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-50- 9.73% |
$13.1K - $14.2K
|
464
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.02KNew |
$266K - $290K
|
1.02K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-33- 1.52% |
$8.63K - $9.39K
|
2.14K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
140KNew |
$36.7M - $39.9M
|
140K
$40.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20New |
$5.23K - $5.69K
|
20
$5.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
10New |
$2.62K - $2.85K
|
10
$2.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-546- 36.64% |
$143K - $155K
|
944
$270K
|