Kovitz Investment Group Partners, LLC Vanguard Mid Cap ETF Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 37,698 shares of VO stock, worth $10.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

37,698

Previous 27,591 36.63%

Holding current value

$10.1 Million

Previous $6.68 Million 48.9%

% of portfolio

0.07%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$237.84 - $263.83 $2.4 Million - $2.67 Million	10,107 Added 36.63%	37,698 $9.95 Million
Q2 2024 Aug 14, 2024	BUY	$234.99 - $248.98 $364,234 - $385,919	1,550 Added 5.95%	27,591 $6.68 Million
Q1 2024 May 14, 2024	BUY	$225.86 - $249.86 $501,183 - $554,439	2,219 Added 9.31%	26,041 $6.51 Million
Q4 2023 Feb 07, 2024	BUY	$195.66 - $233.95 $144,788 - $173,123	740 Added 3.21%	23,822 $5.54 Million
Q3 2023 Nov 09, 2023	BUY	$206.6 - $228.23 $28,304 - $31,267	137 Added 0.6%	23,082 $4.81 Million
Q2 2023 Aug 08, 2023	SELL	$203.43 - $220.16 $5.52 Million - $5.97 Million	-27,125 Reduced 54.17%	22,945 $5.05 Million
Q1 2023 May 11, 2023	BUY	$200.2 - $225.98 $99,699 - $112,538	498 Added 1.0%	50,070 $10.6 Million
Q4 2022 Jan 19, 2023	SELL	$186.57 - $217.26 $105,038 - $122,317	-563 Reduced 1.12%	49,572 $10.1 Million
Q3 2022 Nov 09, 2022	SELL	$187.98 - $227.42 $3.12 Million - $3.77 Million	-16,591 Reduced 24.86%	50,135 $9.42 Million
Q2 2022 Aug 02, 2022	SELL	$190.36 - $240.41 $262,506 - $331,525	-1,379 Reduced 2.02%	66,726 $13.1 Million
Q1 2022 Apr 22, 2022	BUY	$219.86 - $253.39 $1.59 Million - $1.83 Million	7,212 Added 11.84%	68,105 $16.2 Million
Q4 2021 Feb 04, 2022	SELL	$236.98 - $261.2 $408,079 - $449,786	-1,722 Reduced 2.75%	60,893 $12.6 Million
Q3 2021 Oct 28, 2021	SELL	$229.88 - $249.8 $179,996 - $195,593	-783 Reduced 1.24%	62,615 $14.8 Million
Q2 2021 Aug 04, 2021	BUY	$223.23 - $238.25 $651,831 - $695,690	2,920 Added 4.83%	63,398 $15 Million
Q1 2021 May 06, 2021	SELL	$203.74 - $225.89 $84,552 - $93,744	-415 Reduced 0.68%	60,478 $13.4 Million
Q4 2020 Feb 12, 2021	BUY	$176.14 - $208.21 $272,840 - $322,517	1,549 Added 2.61%	60,893 $12.6 Million
Q3 2020 Nov 10, 2020	SELL	$164.39 - $185.0 $379,905 - $427,535	-2,311 Reduced 3.75%	59,344 $10.5 Million
Q2 2020 Aug 12, 2020	BUY	$124.34 - $175.42 $1.13 Million - $1.6 Million	9,101 Added 17.32%	61,655 $10.1 Million
Q1 2020 May 15, 2020	BUY	$112.37 - $186.27 $5.27 Million - $8.73 Million	46,864 Added 823.62%	52,554 $6.92 Million
Q4 2019 Feb 13, 2020	BUY	$162.13 - $178.73 $922,519 - $1.02 Million	5,690 New	5,690 $1.01 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Vanguard Mid Cap ETF Transaction History