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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.23KNew |
$253K - $280K
|
1.23K
$335K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-27- 0.98% |
$5.58K - $6.16K
|
2.72K
$743K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$232K - $257K
|
1.12K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-7- 0.72% |
$1.45K - $1.6K
|
971
$266K
|
|
| Q2 2023 | |||||||
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.16K- 53.19% |
$847K - $916K
|
3.66K
$1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-310K- 52.34% |
$63.1M - $68.3M
|
283K
$77.3M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4Closed |
$814 - $881
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
19New |
$3.87K - $4.18K
|
19
$5.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$5.09K - $5.5K
|
25
$6.84K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 0.53% |
$203 - $220
|
188
$51.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.3KNew |
$2.7M - $2.92M
|
13.3K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-228- 15.15% |
$46.4K - $50.2K
|
1.28K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
196New |
$39.9K - $43.2K
|
196
$53.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-436- 24.36% |
$88.7K - $96K
|
1.35K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
348+ 75.82% |
$70.8K - $76.6K
|
807
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
647+ 23.51% |
$132K - $142K
|
3.4K
$930K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.47K- 73.57% |
$1.93M - $2.08M
|
3.4K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
136+ 4.74% |
$27.7K - $29.9K
|
3.01K
$823K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-77- 10.89% |
$15.7K - $17K
|
630
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-849- 9.65% |
$173K - $187K
|
7.95K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 3.56% |
$2.24M - $2.42M
|
320K
$87.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
710+ 9.58% |
$144K - $156K
|
8.12K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
183+ 1.95% |
$37.2K - $40.3K
|
9.55K
$2.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.79KNew |
$1.79M - $1.93M
|
8.79K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
196+ 20.57% |
$39.9K - $43.2K
|
1.15K
$314K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
17New |
$3.46K - $3.74K
|
17
$4.65K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
239+ 7.79% |
$48.6K - $52.6K
|
3.31K
$904K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
161+ 5.11% |
$32.8K - $35.4K
|
3.31K
$905K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
388+ 2.33% |
$78.9K - $85.4K
|
17.1K
$4.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.8K- 6.46% |
$366K - $396K
|
26.1K
$7.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.43KNew |
$1.51M - $1.63M
|
7.43K
$2.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114K- 4.91% |
$23.1M - $25M
|
2.2M
$602M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-7- 0.51% |
$1.42K - $1.54K
|
1.37K
$374K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-160- 0.88% |
$32.5K - $35.2K
|
18K
$4.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.78K- 15.49% |
$768K - $831K
|
20.6K
$5.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$210K - $227K
|
1.03K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.28KNew |
$464K - $502K
|
2.28K
$624K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.1KNew |
$427K - $462K
|
2.1K
$574K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
117New |
$23.8K - $25.8K
|
117
$32K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-740- 43.05% |
$151K - $163K
|
979
$268K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
477+ 40.77% |
$97K - $105K
|
1.65K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-183- 13.07% |
$37.2K - $40.3K
|
1.22K
$333K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.14K+ 6.53% |
$842K - $911K
|
67.5K
$18.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$117M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$117M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.45K- 4.8% |
$906K - $980K
|
88.3K
$24.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-339- 23.87% |
$69K - $74.6K
|
1.08K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
235New |
$47.8K - $51.7K
|
235
$64.3K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-150- 37.04% |
$30.5K - $33K
|
255
$69.8K
|
|