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 |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-248- 21.18% |
$48.5K - $58K
|
923
$260K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
45New |
$8.8K - $10.5K
|
45
$12.7K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
45New |
$8.8K - $10.5K
|
45
$12.7K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
367KNew |
$71.9M - $86M
|
367K
$104M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-117- 50.21% |
$22.9K - $27.4K
|
116
$32.7K
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-264- 14.31% |
$51.7K - $61.8K
|
1.58K
$446K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
53New |
$10.4K - $12.4K
|
53
$14.9K
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-118- 9.54% |
$23.1K - $27.6K
|
1.12K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-35- 30.17% |
$6.85K - $8.19K
|
81
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
890New |
$174K - $208K
|
890
$251K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-54- 14.4% |
$10.6K - $12.6K
|
321
$90.5K
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.08KNew |
$211K - $252K
|
1.08K
$304K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 50.0% |
$4.89K - $5.85K
|
25
$7.05K
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.66KNew |
$325K - $388K
|
1.66K
$468K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 3.99% |
$2.54K - $3.04K
|
339
$95.6K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
535New |
$105K - $125K
|
535
$151K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
991New |
$194K - $232K
|
991
$279K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
975New |
$191K - $228K
|
975
$275K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
242New |
$47.3K - $56.6K
|
242
$68.2K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
117+ 254.35% |
$22.9K - $27.4K
|
163
$45.9K
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-188- 8.18% |
$36.8K - $44K
|
2.11K
$595K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.6KNew |
$2.47M - $2.96M
|
12.6K
$3.56M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
2.5KNew |
$489K - $585K
|
2.5K
$705K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 19.09% |
$4.11K - $4.91K
|
89
$25.1K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-153- 0.81% |
$29.9K - $35.8K
|
18.8K
$5.31M
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
11+ 0.31% |
$2.15K - $2.57K
|
3.56K
$1M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21+ 0.9% |
$4.11K - $4.91K
|
2.37K
$667K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
64New |
$12.5K - $15K
|
64
$18K
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
983New |
$192K - $230K
|
983
$277K
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-60- 0.82% |
$11.7K - $14K
|
7.24K
$2.04M
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
458New |
$89.6K - $107K
|
458
$129K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-40- 88.89% |
$7.83K - $9.36K
|
5
$1.41K
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-15- 1.06% |
$2.93K - $3.51K
|
1.4K
$395K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-400- 48.96% |
$78.3K - $93.6K
|
417
$118K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-77- 0.88% |
$15.1K - $18K
|
8.67K
$2.44M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
106New |
$20.7K - $24.8K
|
106
$29.9K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
187+ 10.37% |
$36.6K - $43.7K
|
1.99K
$561K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
356+ 22.21% |
$69.7K - $83.3K
|
1.96K
$552K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$19.6K - $23.4K
|
100
$28.2K
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1- 0.05% |
$196 - $234
|
2.17K
$611K
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4New |
$783 - $936
|
4
$1.13K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
230New |
$45K - $53.8K
|
230
$64.8K
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-82- 7.35% |
$16K - $19.2K
|
1.03K
$291K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
297+ 9900.0% |
$58.1K - $69.5K
|
300
$84.6K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
211New |
$41.3K - $49.4K
|
211
$59.5K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.65K+ 2.92% |
$1.89M - $2.26M
|
340K
$95.9M
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4- 44.44% |
$783 - $936
|
5
$1.41K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-970- 2.82% |
$190K - $227K
|
33.4K
$9.41M
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
283New |
$55.4K - $66.2K
|
283
$79.8K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
43+ 8.24% |
$8.41K - $10.1K
|
565
$159K
|