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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-719- 1.19% |
$169K - $179K
|
59.8K
$17.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-404- 17.67% |
$94.9K - $101K
|
1.88K
$538K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-40- 1.91% |
$9.4K - $9.96K
|
2.06K
$588K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
83+ 8.63% |
$19.5K - $20.7K
|
1.05K
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 75.12% |
$587K - $622K
|
828
$237K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
415New |
$97.5K - $103K
|
415
$119K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-12- 0.96% |
$2.82K - $2.99K
|
1.24K
$355K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-701- 43.79% |
$165K - $175K
|
900
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
17New |
$3.99K - $4.23K
|
17
$4.86K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
879New |
$207K - $219K
|
879
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
415New |
$97.5K - $103K
|
415
$119K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 6.32% |
$12K - $12.7K
|
756
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1+ 0.03% |
$235 - $249
|
3.56K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.08KNew |
$254K - $269K
|
1.08K
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$235 - $249
|
6.08K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$332K - $351K
|
1.41K
$403K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
240New |
$56.4K - $59.8K
|
240
$68.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-254- 14.89% |
$59.7K - $63.2K
|
1.45K
$415K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 34.21% |
$12.2K - $12.9K
|
100
$28.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
42+ 23.33% |
$9.87K - $10.5K
|
222
$63.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.15K+ 489.95% |
$504K - $534K
|
2.58K
$739K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
960New |
$226K - $239K
|
960
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
868New |
$204K - $216K
|
868
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-72- 75.79% |
$16.9K - $17.9K
|
23
$6.58K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
205New |
$48.2K - $51K
|
205
$58.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$33.1K - $35.1K
|
141
$40.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90+ 3.71% |
$21.1K - $22.4K
|
2.52K
$720K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-27- 2.72% |
$6.34K - $6.72K
|
965
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.36% |
$1.41K - $1.49K
|
1.7K
$485K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
383+ 9.63% |
$90K - $95.4K
|
4.36K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
208New |
$48.9K - $51.8K
|
208
$59.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-300- 15.79% |
$70.5K - $74.7K
|
1.6K
$457K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-55- 3.38% |
$12.9K - $13.7K
|
1.57K
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
726New |
$171K - $181K
|
726
$208K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
77+ 7.53% |
$18.1K - $19.2K
|
1.1K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
917New |
$215K - $228K
|
917
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-276- 0.72% |
$64.9K - $68.7K
|
37.9K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$310K - $328K
|
1.32K
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1New |
$235 - $249
|
1
$286
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-100- 1.8% |
$23.5K - $24.9K
|
5.47K
$1.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-76- 11.28% |
$17.9K - $18.9K
|
598
$171K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-910- 47.89% |
$214K - $227K
|
990
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
54New |
$12.7K - $13.4K
|
54
$15.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-101- 6.31% |
$23.7K - $25.1K
|
1.5K
$429K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-173- 4.59% |
$40.7K - $43.1K
|
3.59K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-4- 0.39% |
$940 - $996
|
1.01K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-257- 22.39% |
$60.4K - $64K
|
891
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.64K- 86.36% |
$1.33M - $1.4M
|
891
$255K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
31New |
$7.28K - $7.72K
|
31
$8.86K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
380New |
$89.3K - $94.6K
|
380
$109K
|