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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-302- 55.31% |
$62.4K - $68.9K
|
244
$64.5K
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 2.67% |
$41.3K - $45.6K
|
7.28K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-791- 10.07% |
$163K - $181K
|
7.07K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-823- 41.38% |
$170K - $188K
|
1.17K
$308K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.34% |
$5.17K - $5.71K
|
7.41K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.41% |
$826 - $913
|
968
$256K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50+ 100.0% |
$10.3K - $11.4K
|
100
$26.4K
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
6+ 16.22% |
$1.24K - $1.37K
|
43
$11.4K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-800KClosed |
$165M - $183M
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.15KNew |
$445K - $492K
|
2.15K
$569K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$476K - $526K
|
2.3K
$609K
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
20New |
$4.13K - $4.56K
|
20
$5.29K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-63- 4.72% |
$13K - $14.4K
|
1.27K
$336K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-111- 7.95% |
$22.9K - $25.3K
|
1.29K
$340K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-91- 2.24% |
$18.8K - $20.8K
|
3.97K
$1.05M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.2KNew |
$455K - $502K
|
2.2K
$581K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-45- 2.88% |
$9.3K - $10.3K
|
1.52K
$401K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-19- 7.34% |
$3.93K - $4.34K
|
240
$63.4K
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2K- 30.38% |
$414K - $457K
|
4.59K
$1.21M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.46KNew |
$921K - $1.02M
|
4.46K
$1.18M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-76.2K- 13.86% |
$15.7M - $17.4M
|
473K
$125M
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$760K - $840K
|
3.68K
$973K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
76+ 2.37% |
$15.7K - $17.3K
|
3.29K
$869K
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 50.0% |
$207 - $228
|
1
$264
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
153New |
$31.6K - $34.9K
|
153
$40.4K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
63New |
$13K - $14.4K
|
63
$16.7K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
10.1KNew |
$2.09M - $2.31M
|
10.1K
$2.67M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$247K - $273K
|
1.2K
$316K
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-126- 9.76% |
$26K - $28.8K
|
1.17K
$308K
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
245New |
$50.6K - $55.9K
|
245
$64.8K
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.6KNew |
$743K - $821K
|
3.6K
$950K
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 1.86% |
$13.8K - $15.3K
|
3.53K
$932K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$31K - $34.2K
|
150
$39.6K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38K- 63.92% |
$7.85M - $8.67M
|
21.4K
$5.67M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.39KNew |
$1.32M - $1.46M
|
6.39K
$1.69M
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-21- 1.22% |
$4.34K - $4.79K
|
1.7K
$449K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.7K+ 10.63% |
$350K - $387K
|
17.6K
$4.66M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-93- 65.49% |
$19.2K - $21.2K
|
49
$13K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.15KNew |
$237K - $261K
|
1.15K
$303K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.37K
|
6
$1.59K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-45- 3.96% |
$9.3K - $10.3K
|
1.09K
$288K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-2.69K- 72.9% |
$555K - $613K
|
998
$264K
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.65KNew |
$1.37M - $1.52M
|
6.65K
$1.76M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.53% |
$1.86K - $2.05K
|
1.7K
$449K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-35- 35.0% |
$7.23K - $7.99K
|
65
$17.2K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10- 83.33% |
$2.07K - $2.28K
|
2
$529
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
946+ 96.04% |
$195K - $216K
|
1.93K
$510K
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
58+ 3.69% |
$12K - $13.2K
|
1.63K
$431K
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.51KNew |
$311K - $344K
|
1.51K
$398K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 6.05% |
$527K - $582K
|
39.6K
$10.5M
|