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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
34+ 1.96% |
$6.81K - $7.68K
|
1.77K
$498K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
165+ 7.98% |
$33K - $37.3K
|
2.23K
$629K
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.21K- 55.62% |
$242K - $273K
|
963
$271K
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$2.4K - $2.71K
|
7.92K
$2.23M
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-66- 4.36% |
$13.2K - $14.9K
|
1.45K
$408K
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
5+ 4.0% |
$1K - $1.13K
|
130
$36.6K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.72% |
$400 - $452
|
280
$78.9K
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-70.2K- 70.2% |
$14M - $15.9M
|
29.8K
$8.4M
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 4.41% |
$10K - $11.3K
|
1.08K
$306K
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$228K - $258K
|
1.14K
$322K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
967+ 2.86% |
$194K - $219K
|
34.8K
$9.81M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
335+ 4.92% |
$67.1K - $75.7K
|
7.15K
$2.01M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.5KNew |
$1.1M - $1.24M
|
5.5K
$1.55M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-3.2K- 69.9% |
$641K - $723K
|
1.38K
$388K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2+ 0.18% |
$400 - $452
|
1.1K
$309K
|
|
Q4 2022 | |||||||
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 10.86% |
$19.8K - $23K
|
1.08K
$305K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$2.43K - $2.82K
|
13
$3.66K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.47KNew |
$461K - $537K
|
2.47K
$697K
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.03KNew |
$193K - $225K
|
1.03K
$291K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
94New |
$17.5K - $20.4K
|
94
$26.5K
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
39+ 0.64% |
$7.28K - $8.47K
|
6.14K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
995New |
$186K - $216K
|
995
$280K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.38K+ 15.67% |
$630K - $734K
|
24.9K
$7.03M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-74- 13.14% |
$13.8K - $16.1K
|
489
$138K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.8MNew |
$336M - $392M
|
1.8M
$508M
|
|
Feb 14, 2023
Q4 2022
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
2.18KNew |
$406K - $473K
|
2.18K
$613K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
80New |
$14.9K - $17.4K
|
80
$22.6K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.09% |
$187 - $217
|
1.12K
$315K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.56KClosed |
$850K - $990K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.91M- 99.51% |
$357M - $415M
|
9.42K
$2.66M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.04K+ 1.16% |
$195K - $227K
|
91.1K
$25.7M
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
441+ 29.92% |
$82.3K - $95.8K
|
1.92K
$540K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-605- 83.68% |
$113K - $131K
|
118
$33.3K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
45+ 0.71% |
$8.4K - $9.78K
|
6.35K
$1.79M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-4.89K- 2.48% |
$913K - $1.06M
|
193K
$54.3M
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.26KNew |
$234K - $273K
|
1.26K
$354K
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
406+ 60.24% |
$75.7K - $88.2K
|
1.08K
$304K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.16KNew |
$777K - $905K
|
4.16K
$1.17M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.12K- 83.21% |
$955K - $1.11M
|
1.03K
$291K
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-135- 2.76% |
$25.2K - $29.3K
|
4.77K
$1.34M
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-156- 4.14% |
$29.1K - $33.9K
|
3.61K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.57K+ 59.61% |
$480K - $559K
|
6.89K
$1.94M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-605- 3.2% |
$113K - $131K
|
18.3K
$5.16M
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
700New |
$131K - $152K
|
700
$197K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
10+ 0.57% |
$1.87K - $2.17K
|
1.76K
$496K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
36New |
$6.72K - $7.82K
|
36
$10.1K
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.51K- 14.66% |
$468K - $545K
|
14.6K
$4.11M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.4K+ 201.83% |
$1.94M - $2.25M
|
15.5K
$4.37M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.47KNew |
$461K - $537K
|
2.47K
$697K
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-58- 3.7% |
$10.8K - $12.6K
|
1.51K
$426K
|