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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-230- 10.89% |
$51.9K - $57.5K
|
1.88K
$530K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-117- 74.52% |
$26.4K - $29.2K
|
40
$11.3K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 5.49% |
$56.5K - $62.5K
|
4.31K
$1.21M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.37KNew |
$1.89M - $2.09M
|
8.37K
$2.36M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
860New |
$194K - $215K
|
860
$242K
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.2K- 23.44% |
$271K - $299K
|
3.91K
$1.1M
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-4- 0.33% |
$903 - $999
|
1.2K
$338K
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-1.03K- 8.91% |
$233K - $258K
|
10.5K
$2.97M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
248New |
$56K - $62K
|
248
$69.9K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 5.0% |
$1.13K - $1.25K
|
105
$29.6K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
184+ 3.31% |
$41.6K - $46K
|
5.74K
$1.62M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-237- 5.54% |
$53.5K - $59.2K
|
4.04K
$1.14M
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.96% |
$231K - $256K
|
26.9K
$7.57M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.5K+ 71.95% |
$2.36M - $2.62M
|
25K
$7.05M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-156- 27.42% |
$35.2K - $39K
|
413
$116K
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-47- 2.77% |
$10.6K - $11.7K
|
1.65K
$466K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-743- 33.35% |
$168K - $186K
|
1.49K
$419K
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-22- 0.23% |
$4.97K - $5.5K
|
9.51K
$2.68M
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
850New |
$192K - $212K
|
850
$240K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.22KNew |
$1.18M - $1.3M
|
5.22K
$1.47M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-600- 20.69% |
$136K - $150K
|
2.3K
$648K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.77KNew |
$400K - $443K
|
1.77K
$500K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$452 - $500
|
2
$564
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-605- 30.73% |
$137K - $151K
|
1.36K
$384K
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-226- 21.02% |
$51K - $56.5K
|
849
$239K
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-275- 77.46% |
$62.1K - $68.7K
|
80
$22.6K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
267+ 2.06% |
$60.3K - $66.7K
|
13.2K
$3.73M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.09% |
$226 - $250
|
1.09K
$308K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$457K - $506K
|
2.03K
$571K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3New |
$678 - $750
|
3
$846
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.23K- 3.6% |
$277K - $306K
|
32.8K
$9.25M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.23K+ 66.69% |
$505K - $558K
|
5.58K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
866New |
$196K - $216K
|
866
$244K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-20- 86.96% |
$4.52K - $5K
|
3
$846
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.12% |
$226 - $250
|
867
$244K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$2.52M - $2.79M
|
11.2K
$3.15M
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
19+ 6.4% |
$4.29K - $4.75K
|
316
$89.1K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
94New |
$21.2K - $23.5K
|
94
$26.5K
|
|
Q4 2023 | |||||||
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
41New |
$8.02K - $9.59K
|
41
$11.6K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
22New |
$4.3K - $5.15K
|
22
$6.2K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5+ 0.05% |
$978 - $1.17K
|
10.6K
$2.99M
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.04KNew |
$204K - $244K
|
1.04K
$294K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
285+ 40.71% |
$55.8K - $66.7K
|
985
$278K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
25New |
$4.89K - $5.85K
|
25
$7.05K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.74KNew |
$341K - $407K
|
1.74K
$491K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-43- 26.38% |
$8.41K - $10.1K
|
120
$33.8K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
22+ 2200.0% |
$4.3K - $5.15K
|
23
$6.48K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
504New |
$98.6K - $118K
|
504
$142K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.12K+ 4.26% |
$219K - $262K
|
27.4K
$7.72M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.17K - $1.4K
|
6
$1.69K
|