Latest Institutional Purchases of Vanguard Mid Cap ETF (VO)
This list provides information on the latest institutional transactions involving Vanguard Mid Cap ETF (VO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
615New |
$115K - $134K
|
615
$163K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
508+ 1.53% |
$94.8K - $110K
|
33.7K
$8.92M
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
441+ 29.92% |
$82.3K - $95.8K
|
1.92K
$506K
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
406+ 60.24% |
$75.7K - $88.2K
|
1.08K
$285K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
395New |
$73.7K - $85.8K
|
395
$104K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
390New |
$72.8K - $84.7K
|
390
$103K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
350New |
$65.3K - $76K
|
350
$92.5K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
190New |
$35.4K - $41.3K
|
190
$50.2K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
118+ 0.57% |
$22K - $25.6K
|
20.9K
$5.53M
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 10.86% |
$19.8K - $23K
|
1.08K
$286K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
94New |
$17.5K - $20.4K
|
94
$24.8K
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
85New |
$15.9K - $18.5K
|
85
$22.5K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
80New |
$14.9K - $17.4K
|
80
$21.1K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
45+ 0.71% |
$8.4K - $9.78K
|
6.35K
$1.68M
|
|
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
$1.62M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
36New |
$6.72K - $7.82K
|
36
$9.51K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25+ 2.08% |
$4.66K - $5.43K
|
1.23K
$324K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
14New |
$2.61K - $3.04K
|
14
$3.7K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$2.43K - $2.82K
|
13
$3.44K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
10+ 0.57% |
$1.87K - $2.17K
|
1.76K
$465K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
10New |
$1.87K - $2.17K
|
10
$2.64K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.09% |
$187 - $217
|
1.12K
$295K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1+ 0.01% |
$187 - $217
|
9.53K
$2.52M
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
12.2K+ 95.0% |
$2.28M - $2.76M
|
24.9K
$6.59M
|
|
Nov 07, 2022
Q3 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.72K+ 513.73% |
$1.64M - $1.98M
|
10.4K
$2.75M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
8.69K+ 205.85% |
$1.63M - $1.98M
|
12.9K
$3.41M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
7.02K+ 15.81% |
$1.32M - $1.6M
|
51.4K
$13.6M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
6.21KNew |
$1.17M - $1.41M
|
6.21K
$1.64M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.83KNew |
$907K - $1.1M
|
4.83K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.74K+ 53.07% |
$702K - $850K
|
10.8K
$2.85M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
3.68KNew |
$693K - $838K
|
3.68K
$974K
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
3.44KNew |
$647K - $783K
|
3.44K
$910K
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
3.22K+ 36.27% |
$606K - $733K
|
12.1K
$3.2M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.7KNew |
$508K - $614K
|
2.7K
$714K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.61KNew |
$491K - $594K
|
2.61K
$691K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.5K+ 67.23% |
$469K - $568K
|
6.21K
$1.64M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
2.21KNew |
$414K - $501K
|
2.21K
$583K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.87K+ 3.24% |
$352K - $425K
|
59.6K
$15.8M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.87K+ 109.38% |
$351K - $424K
|
3.57K
$944K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
1.54K+ 2.29% |
$290K - $351K
|
68.8K
$18.2M
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.3KNew |
$245K - $296K
|
1.3K
$344K
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.24KNew |
$233K - $282K
|
1.24K
$327K
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
1.13KNew |
$213K - $257K
|
1.13K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.04K+ 225.87% |
$195K - $236K
|
1.5K
$396K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
980+ 2.86% |
$184K - $223K
|
35.3K
$9.33M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
950+ 4.17% |
$179K - $216K
|
23.7K
$6.27M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
607+ 1.86% |
$114K - $138K
|
33.2K
$8.78M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
563+ 0.85% |
$106K - $128K
|
66.6K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
525+ 1.71% |
$98.7K - $119K
|
31.2K
$8.24M
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
385+ 26.21% |
$72.4K - $87.6K
|
1.85K
$490K
|