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 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
819New |
$214K - $233K
|
819
$234K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
97New |
$25.4K - $27.6K
|
97
$27.7K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
74+ 18.23% |
$19.4K - $21.1K
|
480
$137K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
143New |
$37.4K - $40.7K
|
143
$40.9K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-74- 4.21% |
$19.4K - $21.1K
|
1.68K
$481K
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
65+ 6.35% |
$17K - $18.5K
|
1.09K
$311K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
193New |
$50.5K - $54.9K
|
193
$55.2K
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-111- 5.81% |
$29K - $31.6K
|
1.8K
$515K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
766New |
$200K - $218K
|
766
$219K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1- 0.02% |
$262 - $285
|
4.4K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 9.51% |
$23.5K - $25.6K
|
856
$245K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
776New |
$203K - $221K
|
776
$222K
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-279- 15.45% |
$73K - $79.4K
|
1.53K
$437K
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-98- 2.8% |
$25.6K - $27.9K
|
3.4K
$971K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 3.15% |
$11.8K - $12.8K
|
1.38K
$395K
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
992New |
$259K - $282K
|
992
$284K
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
291+ 12.79% |
$76.1K - $82.8K
|
2.57K
$734K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
17+ 2.3% |
$4.45K - $4.84K
|
755
$216K
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
759New |
$198K - $216K
|
759
$217K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250+ 65.45% |
$65.4K - $71.2K
|
632
$181K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-205- 2.15% |
$53.6K - $58.3K
|
9.33K
$2.67M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.04% |
$262 - $285
|
2.52K
$719K
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-8- 0.65% |
$2.09K - $2.28K
|
1.23K
$351K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69New |
$18K - $19.6K
|
69
$19.7K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
987New |
$258K - $281K
|
987
$282K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.6KNew |
$417K - $454K
|
1.6K
$456K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
796New |
$208K - $227K
|
796
$228K
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1- 0.1% |
$262 - $285
|
1.03K
$294K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189New |
$49.4K - $53.8K
|
189
$54K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-50- 4.66% |
$13.1K - $14.2K
|
1.02K
$292K
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-71- 2.7% |
$18.6K - $20.2K
|
2.56K
$731K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 2.41% |
$523 - $569
|
81
$23.2K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-164- 7.96% |
$42.9K - $46.7K
|
1.9K
$542K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130New |
$34K - $37K
|
130
$37.2K
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
204+ 12.13% |
$53.3K - $58.1K
|
1.89K
$539K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-40- 2.97% |
$10.5K - $11.4K
|
1.31K
$373K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-170- 5.37% |
$44.5K - $48.4K
|
3K
$857K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-10- 0.83% |
$2.62K - $2.85K
|
1.19K
$340K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.83K - $1.99K
|
7
$2K
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-48- 1.7% |
$12.6K - $13.7K
|
2.78K
$794K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
39+ 2.12% |
$10.2K - $11.1K
|
1.88K
$537K
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-109- 11.76% |
$28.5K - $31K
|
818
$234K
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19- 1.58% |
$4.97K - $5.41K
|
1.18K
$338K
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
591+ 61.82% |
$155K - $168K
|
1.55K
$442K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
589+ 11.45% |
$154K - $168K
|
5.74K
$1.64M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 3.0% |
$6.54K - $7.12K
|
859
$246K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-379- 55.9% |
$99.1K - $108K
|
299
$85.5K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
11.3K+ 114.41% |
$2.95M - $3.21M
|
21.1K
$6.04M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
12+ 1.04% |
$3.14K - $3.42K
|
1.16K
$332K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.14K+ 4.48% |
$297K - $324K
|
26.5K
$7.59M
|