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 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 50.0% |
$207 - $228
|
1
$282
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
153New |
$31.6K - $34.9K
|
153
$43.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
10.1KNew |
$2.09M - $2.31M
|
10.1K
$2.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$247K - $273K
|
1.2K
$337K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-126- 9.76% |
$26K - $28.8K
|
1.17K
$328K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
245New |
$50.6K - $55.9K
|
245
$69.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.6KNew |
$743K - $821K
|
3.6K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$31K - $34.2K
|
150
$42.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-38K- 63.92% |
$7.85M - $8.67M
|
21.4K
$6.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.39KNew |
$1.32M - $1.46M
|
6.39K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-21- 1.22% |
$4.34K - $4.79K
|
1.7K
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.7K+ 10.63% |
$350K - $387K
|
17.6K
$4.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.15KNew |
$237K - $261K
|
1.15K
$323K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.37K
|
6
$1.69K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-45- 3.96% |
$9.3K - $10.3K
|
1.09K
$307K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-2.69K- 72.9% |
$555K - $613K
|
998
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.65KNew |
$1.37M - $1.52M
|
6.65K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9- 0.53% |
$1.86K - $2.05K
|
1.7K
$479K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-35- 35.0% |
$7.23K - $7.99K
|
65
$18.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10- 83.33% |
$2.07K - $2.28K
|
2
$564
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
946+ 96.04% |
$195K - $216K
|
1.93K
$544K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
58+ 3.69% |
$12K - $13.2K
|
1.63K
$460K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.51KNew |
$311K - $344K
|
1.51K
$425K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.55K- 6.05% |
$527K - $582K
|
39.6K
$11.2M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.23KNew |
$253K - $280K
|
1.23K
$346K
|
|
|
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
$274K
|
|
| Q2 2023 | |||||||
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.16K- 53.19% |
$847K - $916K
|
3.66K
$1.03M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-310K- 52.34% |
$63.1M - $68.3M
|
283K
$79.7M
|
|
|
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
$5.36K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$5.09K - $5.5K
|
25
$7.05K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 0.53% |
$203 - $220
|
188
$53K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-228- 15.15% |
$46.4K - $50.2K
|
1.28K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
196New |
$39.9K - $43.2K
|
196
$55.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
348+ 75.82% |
$70.8K - $76.6K
|
807
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
647+ 23.51% |
$132K - $142K
|
3.4K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.47K- 73.57% |
$1.93M - $2.08M
|
3.4K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
136+ 4.74% |
$27.7K - $29.9K
|
3.01K
$848K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-77- 10.89% |
$15.7K - $17K
|
630
$178K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-849- 9.65% |
$173K - $187K
|
7.95K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 3.56% |
$2.24M - $2.42M
|
320K
$90.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
710+ 9.58% |
$144K - $156K
|
8.12K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
183+ 1.95% |
$37.2K - $40.3K
|
9.55K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.79KNew |
$1.79M - $1.93M
|
8.79K
$2.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
239+ 7.79% |
$48.6K - $52.6K
|
3.31K
$932K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
161+ 5.11% |
$32.8K - $35.4K
|
3.31K
$933K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
388+ 2.33% |
$78.9K - $85.4K
|
17.1K
$4.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.8K- 6.46% |
$366K - $396K
|
26.1K
$7.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114K- 4.91% |
$23.1M - $25M
|
2.2M
$621M
|
|