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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
43+ 8.24% |
$8.41K - $10.1K
|
565
$155K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-361- 20.19% |
$70.6K - $84.5K
|
1.43K
$390K
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
863New |
$169K - $202K
|
863
$236K
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.62KNew |
$318K - $380K
|
1.62K
$444K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.31% |
$3.13K - $3.74K
|
5.17K
$1.41M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
12New |
$2.35K - $2.81K
|
12
$3.28K
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.28% |
$19.6K - $23.4K
|
7.71K
$2.11M
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
992New |
$194K - $232K
|
992
$271K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
49+ 1.32% |
$9.59K - $11.5K
|
3.76K
$1.03M
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
890New |
$174K - $208K
|
890
$243K
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
761+ 3.13% |
$149K - $178K
|
25.1K
$6.85M
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
163+ 132.52% |
$31.9K - $38.1K
|
286
$78.2K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 23.08% |
$587 - $702
|
10
$2.74K
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$210K - $251K
|
1.07K
$294K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-100- 9.43% |
$19.6K - $23.4K
|
961
$263K
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-458- 32.83% |
$89.6K - $107K
|
937
$256K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 6.87% |
$9.78K - $11.7K
|
778
$213K
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-101- 3.14% |
$19.8K - $23.6K
|
3.12K
$853K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23New |
$4.5K - $5.38K
|
23
$6.29K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
161+ 7.51% |
$31.5K - $37.7K
|
2.31K
$631K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-127- 66.84% |
$24.8K - $29.7K
|
63
$17.2K
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
943New |
$185K - $221K
|
943
$258K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.51KNew |
$883K - $1.06M
|
4.51K
$1.23M
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
873New |
$171K - $204K
|
873
$239K
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1K+ 4.22% |
$196K - $234K
|
24.7K
$6.75M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.22KNew |
$239K - $286K
|
1.22K
$334K
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-201- 10.09% |
$39.3K - $47K
|
1.79K
$490K
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
867New |
$170K - $203K
|
867
$237K
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
445+ 9.67% |
$87.1K - $104K
|
5.05K
$1.38M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.27% |
$1.57K - $1.87K
|
2.97K
$812K
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
867New |
$170K - $203K
|
867
$237K
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.18KNew |
$621K - $743K
|
3.18K
$868K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
44+ 1.54% |
$8.61K - $10.3K
|
2.91K
$796K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
1.06KNew |
$207K - $247K
|
1.06K
$289K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-223- 1.02% |
$43.6K - $52.2K
|
21.7K
$5.94M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-20- 1.13% |
$3.91K - $4.68K
|
1.74K
$477K
|
|
Q3 2023 | |||||||
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 1.39% |
$3.72K - $4.11K
|
1.32K
$360K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.42KClosed |
$293K - $324K
|
0
$0
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-19- 23.75% |
$3.93K - $4.34K
|
61
$16.7K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 10.0% |
$2.07K - $2.28K
|
110
$30.1K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-115- 52.51% |
$23.8K - $26.2K
|
104
$28.4K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
143New |
$29.5K - $32.6K
|
143
$39.1K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.06% |
$2.48K - $2.74K
|
19.4K
$5.3M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
552New |
$114K - $126K
|
552
$151K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-85- 5.43% |
$17.6K - $19.4K
|
1.48K
$405K
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-7- 70.0% |
$1.45K - $1.6K
|
3
$821
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-189- 2.45% |
$39K - $43.1K
|
7.54K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
133+ 12.17% |
$27.5K - $30.4K
|
1.23K
$335K
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.13KNew |
$234K - $259K
|
1.13K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.12K+ 10.02% |
$232K - $257K
|
12.3K
$3.38M
|