Marshall & Sterling Wealth Advisors Inc. Vanguard Mid Cap ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 13,973 shares of VO stock, worth $4.01 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
13,973
Previous 13,687 2.09%
Holding current value
$4.01 Million
Previous $3.81 Billion 7.13%
% of portfolio
2.62%
Previous 2.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$279.83 - $293.74 $80,031 - $84,009
286 Added 2.09%
13,973 $4.08 Billion
Q2 2025

Aug 12, 2025
BUY
$228.54 - $279.83 $64,905 - $79,471
284 Added 2.12%
13,687 $3.81 Billion
Q1 2025

May 15, 2025
SELL
$251.87 - $277.95 $90,421 - $99,784
-359 Reduced 2.61%
13,403 $3.47 Billion
Q4 2024

Feb 14, 2025
BUY
$261.5 - $284.63 $3.6 Million - $3.92 Million
13,762 New
13,762 $3.63 Billion

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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