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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-72- 75.79% |
$16.9K - $17.9K
|
23
$6.05K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
205New |
$48.2K - $51K
|
205
$53.9K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$33.1K - $35.1K
|
141
$37.1K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 9.49% |
$22.3K - $23.7K
|
1.1K
$288K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90+ 3.71% |
$21.1K - $22.4K
|
2.52K
$662K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-27- 2.72% |
$6.34K - $6.72K
|
965
$254K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-293- 0.83% |
$68.9K - $73K
|
35.2K
$9.25M
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-11- 20.75% |
$2.58K - $2.74K
|
42
$11K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.64% |
$1.64K - $1.74K
|
1.09K
$287K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-50- 1.42% |
$11.7K - $12.4K
|
3.47K
$912K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.36% |
$1.41K - $1.49K
|
1.7K
$446K
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
383+ 9.63% |
$90K - $95.4K
|
4.36K
$1.15M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
208New |
$48.9K - $51.8K
|
208
$54.7K
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-300- 15.79% |
$70.5K - $74.7K
|
1.6K
$421K
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-55- 3.38% |
$12.9K - $13.7K
|
1.57K
$413K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
726New |
$171K - $181K
|
726
$191K
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
77+ 7.53% |
$18.1K - $19.2K
|
1.1K
$289K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
917New |
$215K - $228K
|
917
$241K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-276- 0.72% |
$64.9K - $68.7K
|
37.9K
$9.97M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$310K - $328K
|
1.32K
$346K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$235 - $249
|
1
$263
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-100- 1.8% |
$23.5K - $24.9K
|
5.47K
$1.44M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-76- 11.28% |
$17.9K - $18.9K
|
598
$157K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-121- 3.25% |
$28.4K - $30.1K
|
3.6K
$947K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-910- 47.89% |
$214K - $227K
|
990
$260K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
54New |
$12.7K - $13.4K
|
54
$14.2K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-101- 6.31% |
$23.7K - $25.1K
|
1.5K
$394K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.2KNew |
$283K - $300K
|
1.2K
$316K
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-173- 4.59% |
$40.7K - $43.1K
|
3.59K
$944K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-4- 0.39% |
$940 - $996
|
1.01K
$267K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-257- 22.39% |
$60.4K - $64K
|
891
$234K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.64K- 86.36% |
$1.33M - $1.4M
|
891
$234K
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-90- 9.84% |
$21.1K - $22.4K
|
825
$217K
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-250- 22.22% |
$58.7K - $62.2K
|
875
$230K
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.12KNew |
$264K - $280K
|
1.12K
$295K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
31New |
$7.28K - $7.72K
|
31
$8.15K
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.38% |
$3.52K - $3.73K
|
3.95K
$1.04M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
380New |
$89.3K - $94.6K
|
380
$99.9K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-69- 60.53% |
$16.2K - $17.2K
|
45
$11.8K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
20New |
$4.7K - $4.98K
|
20
$5.26K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
627+ 54.95% |
$147K - $156K
|
1.77K
$465K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 7.69% |
$3.52K - $3.73K
|
180
$47.3K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
410+ 58.57% |
$96.3K - $102K
|
1.11K
$292K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-873- 12.64% |
$197K - $218K
|
6.03K
$1.59M
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
418New |
$94.4K - $104K
|
418
$110K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79+ 32.64% |
$17.8K - $19.7K
|
321
$84.4K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23Closed |
$5.19K - $5.75K
|
0
$0
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
809New |
$183K - $202K
|
809
$213K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-20- 1.81% |
$4.52K - $5K
|
1.09K
$286K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-456- 13.82% |
$103K - $114K
|
2.84K
$748K
|