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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
906+ 8.07% |
$213K - $226K
|
12.1K
$3.12M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
900+ 11.36% |
$211K - $224K
|
8.82K
$2.27M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
898New |
$211K - $224K
|
898
$231K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
894New |
$210K - $223K
|
894
$230K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
889+ 18.57% |
$209K - $221K
|
5.68K
$1.46M
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
888New |
$209K - $221K
|
888
$228K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
879New |
$207K - $219K
|
879
$226K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
873+ 1.13% |
$205K - $217K
|
77.8K
$20M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
873+ 3.84% |
$205K - $217K
|
23.6K
$6.07M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
871+ 8.87% |
$205K - $217K
|
10.7K
$2.75M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
868New |
$204K - $216K
|
868
$223K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
865+ 6.56% |
$203K - $215K
|
14.1K
$3.62M
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
863New |
$203K - $215K
|
863
$222K
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
860+ 5.54% |
$202K - $214K
|
16.4K
$4.22M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
855+ 3.3% |
$201K - $213K
|
26.8K
$6.89M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
849+ 29.94% |
$200K - $211K
|
3.69K
$948K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
848New |
$199K - $211K
|
848
$218K
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
840+ 13.75% |
$197K - $209K
|
6.95K
$1.79M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
839+ 1.24% |
$197K - $209K
|
68.4K
$17.6M
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
839New |
$197K - $209K
|
839
$216K
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
835New |
$196K - $208K
|
835
$215K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
834+ 8.11% |
$196K - $208K
|
11.1K
$2.86M
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
829+ 8.1% |
$195K - $206K
|
11.1K
$2.84M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
828+ 8.63% |
$195K - $206K
|
10.4K
$2.68M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
814+ 12.28% |
$191K - $203K
|
7.44K
$1.91M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
811New |
$191K - $202K
|
811
$209K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
801+ 3.64% |
$188K - $199K
|
22.8K
$5.87M
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
800+ 3.44% |
$188K - $199K
|
24.1K
$6.19M
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
787+ 2.3% |
$185K - $196K
|
35K
$9.01M
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
780+ 10.71% |
$183K - $194K
|
8.07K
$2.07M
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
776+ 0.88% |
$182K - $193K
|
88.9K
$22.9M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
764+ 6.04% |
$180K - $190K
|
13.4K
$3.45M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
748+ 1.48% |
$176K - $186K
|
51.2K
$13.2M
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
748+ 3.9% |
$176K - $186K
|
19.9K
$5.13M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
746+ 15.99% |
$175K - $186K
|
5.41K
$1.39M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
735+ 3.22% |
$173K - $183K
|
23.6K
$6.07M
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
732+ 12.34% |
$172K - $182K
|
6.66K
$1.71M
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
730+ 2.68% |
$172K - $182K
|
28K
$7.2M
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
726New |
$171K - $181K
|
726
$187K
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
726+ 3.85% |
$171K - $181K
|
19.6K
$5.04M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
709+ 2.46% |
$167K - $177K
|
29.6K
$7.6M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
706+ 2.72% |
$166K - $176K
|
26.7K
$6.86M
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
686+ 1.56% |
$161K - $171K
|
44.6K
$11.5M
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
684+ 36.71% |
$161K - $170K
|
2.55K
$655K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
680+ 3.1% |
$160K - $169K
|
22.6K
$5.82M
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
675+ 16.06% |
$159K - $168K
|
4.88K
$1.25M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
673+ 25.26% |
$158K - $168K
|
3.34K
$858K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
669+ 36.36% |
$157K - $167K
|
2.51K
$645K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
664+ 1.74% |
$156K - $165K
|
38.8K
$9.99M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
662+ 15.47% |
$156K - $165K
|
4.94K
$1.27M
|