Srs Capital Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Srs Capital Advisors, Inc.

$8.6 Billion
Q3 2025

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$228.54 - $279.83 $4.91 Million - $6.01 Million	21,493 Added 14.91%	165,662 $46.4 Million
Q1 2025 May 14, 2025	SELL	$251.87 - $277.95 $5.37 Million - $5.93 Million	-21,324 Reduced 12.89%	144,169 $37.3 Million
Q4 2024 Feb 05, 2025	BUY	$261.5 - $284.63 $14.9 Million - $16.2 Million	57,041 Added 52.6%	165,493 $43.7 Million
Q3 2024 Nov 06, 2024	SELL	$237.84 - $263.83 $104,649 - $116,085	-440 Reduced 0.4%	108,452 $28.6 Million
Q2 2024 Aug 06, 2024	SELL	$234.99 - $248.98 $326,871 - $346,331	-1,391 Reduced 1.26%	108,892 $26.4 Million

Q1 2024 May 14, 2024	SELL	$225.86 - $249.86 $522,188 - $577,676	-2,312 Reduced 2.05%	110,283 $27.6 Million
Q4 2023 Feb 06, 2024	BUY	$195.66 - $233.95 $455,496 - $544,635	2,328 Added 2.11%	112,595 $26.2 Million
Q3 2023 Nov 14, 2023	BUY	$206.6 - $228.23 $1.58 Million - $1.75 Million	7,662 Added 7.47%	110,267 $23 Million
Q2 2023 Aug 14, 2023	BUY	$203.43 - $220.16 $457,107 - $494,699	2,247 Added 2.24%	102,605 $22.6 Million
Q1 2023 May 16, 2023	BUY	$200.2 - $225.98 $501,701 - $566,305	2,506 Added 2.56%	100,358 $21.2 Million
Q4 2022 Feb 24, 2023	BUY	$186.57 - $217.26 $1.08 Million - $1.25 Million	5,765 Added 6.26%	97,852 $19.9 Million
Q3 2022 Nov 03, 2022	BUY	$187.98 - $227.42 $500,402 - $605,392	2,662 Added 2.98%	92,087 $17.3 Million
Q2 2022 Aug 22, 2022	BUY	$190.36 - $240.41 $999,580 - $1.26 Million	5,251 Added 6.24%	89,425 $17.6 Million
Q1 2022 May 12, 2022	BUY	$219.86 - $253.39 $1.43 Million - $1.64 Million	6,485 Added 8.35%	84,174 $20 Million
Q4 2021 Feb 08, 2022	BUY	$236.98 - $261.2 $259,730 - $286,275	1,096 Added 1.43%	77,689 $19.8 Million
Q3 2021 Nov 05, 2021	BUY	$229.88 - $249.8 $122,066 - $132,643	531 Added 0.7%	76,593 $18.1 Million
Q2 2021 Aug 02, 2021	BUY	$223.23 - $238.25 $2.51 Million - $2.68 Million	11,254 Added 17.37%	76,062 $18.1 Million
Q4 2020 Feb 03, 2021	BUY	$176.14 - $208.21 $4,931 - $5,829	28 Added 0.04%	64,808 $13.4 Million
Q3 2020 Nov 12, 2020	BUY	$164.39 - $185.0 $48,988 - $55,130	298 Added 0.46%	64,780 $11.4 Million
Q2 2020 Aug 06, 2020	SELL	$124.34 - $175.42 $5.27 Million - $7.43 Million	-42,350 Reduced 39.64%	64,482 $10.6 Million
Q1 2020 May 13, 2020	BUY	$112.37 - $186.27 $139,675 - $231,533	1,243 Added 1.18%	106,832 $14.1 Million
Q4 2019 Feb 07, 2020	SELL	$162.13 - $178.73 $169,587 - $186,951	-1,046 Reduced 0.98%	105,589 $18.8 Million
Q3 2019 Nov 01, 2019	BUY	$166.82 - $169.81 $483,277 - $491,939	2,897 Added 2.79%	106,635 $17.9 Million
Q2 2019 Aug 08, 2019	BUY	N/A	2,978 Added 2.96%	103,738 $17.3 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-41,719 Reduced 29.28%	100,760 $13.9 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-24,909 Reduced 14.88%	142,479 $23.4 Million
Q2 2018 Aug 21, 2018	BUY	N/A	24,107 Added 16.82%	167,388 $26.4 Million
Q1 2018 May 14, 2018	SELL	N/A	-13,227 Reduced 8.45%	143,281 $22.1 Million
Q4 2017 Feb 15, 2018	BUY	N/A	8,637 Added 5.84%	156,508 $24.2 Million
Q3 2017 Nov 15, 2017	BUY	N/A	147,871	147,871 $21.7 Million

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

Wells Fargo & Company San Francisco, CA

26.2M
Shares

$7.52 Billion
1.52% of portfolio
Jones Financial Companies Lllp

23M
Shares

$6.6 Billion
4.64% of portfolio
Bank Of America Corp Charlotte, NC

17.5M
Shares

$5.01 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.33M
Shares

$2.39 Billion
1.9% of portfolio
Morgan Stanley New York, NY

8.23M
Shares

$2.36 Billion
0.15% of portfolio

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