Latest Institutional Transactions on Vanguard Mid Cap ETF (VO)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap ETF (VO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.49K+ 112.5% |
$391K - $425K
|
2.82K
$778K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
172+ 22.99% |
$45K - $49K
|
920
$254K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.5K- 54.49% |
$5.1M - $5.55M
|
16.3K
$4.49M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
53.7KNew |
$14M - $15.3M
|
53.7K
$14.8M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.7K+ 11.63% |
$20.3M - $22.1M
|
746K
$206M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
20.6K+ 5.36% |
$5.39M - $5.87M
|
405K
$112M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.91K- 9.75% |
$499K - $543K
|
17.7K
$4.87M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.08K+ 4.38% |
$1.85M - $2.01M
|
169K
$46.5M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.3K+ 8.1% |
$2.68M - $2.92M
|
137K
$37.7M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
554New |
$145K - $158K
|
554
$153K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-17- 0.52% |
$4.45K - $4.84K
|
3.27K
$901K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.61K+ 1.81% |
$1.21M - $1.31M
|
259K
$71.4M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 0.45% |
$628K - $684K
|
537K
$148M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-181- 3.04% |
$47.3K - $51.5K
|
5.78K
$1.59M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
748+ 0.85% |
$196K - $213K
|
88.7K
$24.4M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-289- 1.76% |
$75.6K - $82.3K
|
16.2K
$4.46M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
297+ 0.53% |
$77.7K - $84.5K
|
56.2K
$15.5M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 7.13% |
$1.71M - $1.86M
|
85K
$23.4M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-544- 0.73% |
$142K - $155K
|
73.7K
$20.3M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60+ 8.75% |
$15.7K - $17.1K
|
746
$206K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.15K+ 5.65% |
$562K - $612K
|
40.3K
$11.1M
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-100- 1.98% |
$26.2K - $28.5K
|
4.96K
$1.37M
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
875+ 2.41% |
$229K - $249K
|
37.2K
$10.3M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-50- 7.37% |
$13.1K - $14.2K
|
628
$173K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
330+ 14.69% |
$86.3K - $93.9K
|
2.58K
$710K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5- 0.95% |
$1.31K - $1.42K
|
524
$144K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-560- 3.05% |
$146K - $159K
|
17.8K
$4.9M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 8.74% |
$3.16M - $3.44M
|
150K
$41.4M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
240+ 23.44% |
$62.8K - $68.3K
|
1.26K
$348K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-149- 0.59% |
$39K - $42.4K
|
25.2K
$6.95M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.52KNew |
$396K - $431K
|
1.52K
$418K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.33KNew |
$1.13M - $1.23M
|
4.33K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
800New |
$209K - $228K
|
800
$220K
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
114+ 0.41% |
$29.8K - $32.4K
|
28.1K
$7.75M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6.06K+ 3.08% |
$1.58M - $1.72M
|
203K
$55.8M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$459K - $500K
|
1.76K
$484K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 0.11% |
$10.2K - $11.1K
|
35.6K
$9.81M
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
10.1KNew |
$2.65M - $2.88M
|
10.1K
$2.79M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
121+ 10.76% |
$31.6K - $34.4K
|
1.25K
$343K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
483+ 2.01% |
$126K - $137K
|
24.5K
$6.74M
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
40.3K+ 4572.53% |
$10.5M - $11.5M
|
41.2K
$11.3M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.96K- 6.21% |
$1.82M - $1.98M
|
105K
$29M
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39KNew |
$364K - $396K
|
1.39K
$384K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
25+ 2.22% |
$6.54K - $7.12K
|
1.15K
$317K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
176+ 2.16% |
$46K - $50.1K
|
8.32K
$2.29M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
945+ 7.01% |
$247K - $269K
|
14.4K
$3.98M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.14K- 69.12% |
$1.87M - $2.03M
|
3.19K
$879K
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-219- 0.99% |
$57.3K - $62.3K
|
21.9K
$6.03M
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-27.9K- 23.28% |
$7.3M - $7.94M
|
92K
$25.3M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 0.86% |
$46K - $50.1K
|
20.6K
$5.69M
|