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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.65KNew |
$1.37M - $1.52M
|
6.65K
$1.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.39KNew |
$1.32M - $1.46M
|
6.39K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.46KNew |
$921K - $1.02M
|
4.46K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$760K - $840K
|
3.68K
$978K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.6KNew |
$743K - $821K
|
3.6K
$956K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.3KNew |
$476K - $526K
|
2.3K
$612K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.2KNew |
$455K - $502K
|
2.2K
$585K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.15KNew |
$445K - $492K
|
2.15K
$572K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1.7K+ 10.63% |
$350K - $387K
|
17.6K
$4.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.51KNew |
$311K - $344K
|
1.51K
$400K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.3K+ 9.1% |
$268K - $296K
|
15.6K
$4.13M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.23KNew |
$253K - $280K
|
1.23K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.2KNew |
$247K - $273K
|
1.2K
$318K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.15KNew |
$237K - $261K
|
1.15K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.13KNew |
$234K - $259K
|
1.13K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.12K+ 10.02% |
$232K - $257K
|
12.3K
$3.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$232K - $257K
|
1.12K
$299K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
946+ 96.04% |
$195K - $216K
|
1.93K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
552New |
$114K - $126K
|
552
$147K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
245New |
$50.6K - $55.9K
|
245
$65.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
153New |
$31.6K - $34.9K
|
153
$40.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$31K - $34.2K
|
150
$39.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
133+ 12.17% |
$27.5K - $30.4K
|
1.23K
$326K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
58+ 3.69% |
$12K - $13.2K
|
1.63K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50+ 100.0% |
$10.3K - $11.4K
|
100
$26.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 0.34% |
$5.17K - $5.71K
|
7.41K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
20New |
$4.13K - $4.56K
|
20
$5.32K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 1.39% |
$3.72K - $4.11K
|
1.32K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.06% |
$2.48K - $2.74K
|
19.4K
$5.15M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 10.0% |
$2.07K - $2.28K
|
110
$29.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
6+ 16.22% |
$1.24K - $1.37K
|
43
$11.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.24K - $1.37K
|
6
$1.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.41% |
$826 - $913
|
968
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$114M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$114M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 3.56% |
$2.24M - $2.42M
|
320K
$85M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.79KNew |
$1.79M - $1.93M
|
8.79K
$2.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.43KNew |
$1.51M - $1.63M
|
7.43K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.14K+ 6.53% |
$842K - $911K
|
67.5K
$17.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.28KNew |
$464K - $502K
|
2.28K
$607K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.1KNew |
$427K - $462K
|
2.1K
$558K
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$210K - $227K
|
1.03K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
710+ 9.58% |
$144K - $156K
|
8.12K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
647+ 23.51% |
$132K - $142K
|
3.4K
$903K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
477+ 40.77% |
$97K - $105K
|
1.65K
$438K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
388+ 2.33% |
$78.9K - $85.4K
|
17.1K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
348+ 75.82% |
$70.8K - $76.6K
|
807
$214K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
239+ 7.79% |
$48.6K - $52.6K
|
3.31K
$879K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
235New |
$47.8K - $51.7K
|
235
$62.5K
|
|