Values Added Financial LLC Vanguard Mid Cap ETF Transaction History

Values Added Financial LLC

$225 Billion
Q3 2025

A detailed history of Values Added Financial LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 2,413 shares of VO stock, worth $692,362. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,413

Previous 3,377 28.55%

Holding current value

$692,362

Previous $945 Million 24.99%

% of portfolio

0.32%

Previous 0.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$279.83 - $293.74 $269,756 - $283,165	-964 Reduced 28.55%	2,413 $709 Million
Q2 2025 Jul 23, 2025	BUY	$228.54 - $279.83 $94,615 - $115,849	414 Added 13.97%	3,377 $945 Million
Q1 2025 Apr 28, 2025	BUY	$251.87 - $277.95 $132,987 - $146,757	528 Added 21.68%	2,963 $766 Million
Q4 2024 Jan 29, 2025	BUY	$261.5 - $284.63 $164,222 - $178,747	628 Added 34.75%	2,435 $643 Million
Q3 2024 Oct 28, 2024	SELL	$237.84 - $263.83 $97,752 - $108,434	-411 Reduced 18.53%	1,807 $477 Million

Q2 2024 Jul 30, 2024	BUY	$234.99 - $248.98 $108,800 - $115,277	463 Added 26.38%	2,218 $537 Million
Q4 2023 Jan 18, 2024	BUY	$195.66 - $233.95 $36,979 - $44,216	189 Added 12.07%	1,755 $408 Million
Q3 2023 Oct 19, 2023	BUY	$206.6 - $228.23 $60,120 - $66,414	291 Added 22.82%	1,566 $326 Million
Q2 2023 Jul 24, 2023	BUY	$203.43 - $220.16 $259,373 - $280,704	1,275 New	1,275 $281 Million

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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About VANGUARD MID-CAP ETF

Ticker VO
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Values Added Financial LLC Vanguard Mid Cap ETF Transaction History