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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.4K+ 6.85% |
$3.24M - $3.53M
|
193K
$53.3M
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-7- 0.8% |
$1.83K - $1.99K
|
873
$241K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
5.83KNew |
$1.52M - $1.66M
|
5.83K
$1.61M
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.03KNew |
$268K - $292K
|
1.03K
$283K
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
64+ 6.69% |
$16.7K - $18.2K
|
1.02K
$281K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
621+ 0.52% |
$162K - $177K
|
121K
$33.4M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.2K+ 9.38% |
$314K - $342K
|
14K
$3.86M
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
193+ 16.16% |
$50.5K - $54.9K
|
1.39K
$382K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-228- 0.95% |
$59.6K - $64.9K
|
23.8K
$6.57M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
131+ 1.24% |
$34.3K - $37.3K
|
10.7K
$2.94M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-216- 8.1% |
$56.5K - $61.5K
|
2.45K
$675K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
183+ 2.62% |
$47.9K - $52.1K
|
7.17K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-77- 0.49% |
$20.1K - $21.9K
|
15.5K
$4.28M
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-454- 3.81% |
$119K - $129K
|
11.5K
$3.16M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$262 - $285
|
2.59K
$713K
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-341- 0.97% |
$89.2K - $97.1K
|
35K
$9.64M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.4K+ 7.06% |
$11.9M - $12.9M
|
688K
$190M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
408+ 21.12% |
$107K - $116K
|
2.34K
$645K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.77K+ 174.4% |
$725K - $789K
|
4.36K
$1.2M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
793New |
$207K - $226K
|
793
$219K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
488+ 1016.67% |
$128K - $139K
|
536
$148K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 288.94% |
$861K - $937K
|
4.43K
$1.22M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.16K+ 3.86% |
$1.09M - $1.18M
|
112K
$30.8M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
101+ 1.62% |
$26.4K - $28.7K
|
6.34K
$1.75M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14K- 64.68% |
$3.66M - $3.98M
|
7.64K
$2.11M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
347+ 1.18% |
$90.7K - $98.8K
|
29.7K
$8.19M
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-28- 1.09% |
$7.32K - $7.97K
|
2.55K
$702K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-69- 0.46% |
$18K - $19.6K
|
14.8K
$4.07M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
613+ 23.2% |
$160K - $174K
|
3.26K
$897K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
306+ 0.49% |
$80K - $87.1K
|
62.7K
$17.3M
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
10+ 0.4% |
$2.62K - $2.85K
|
2.52K
$694K
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
561+ 7.74% |
$147K - $160K
|
7.81K
$2.15M
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-245- 2.44% |
$64.1K - $69.7K
|
9.79K
$2.7M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
434+ 5.4% |
$113K - $124K
|
8.47K
$2.33M
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13K+ 23.24% |
$3.41M - $3.71M
|
69.1K
$19M
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.8K+ 7.16% |
$471K - $513K
|
27K
$7.43M
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
3.96KNew |
$1.04M - $1.13M
|
3.96K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.04KNew |
$1.06M - $1.15M
|
4.04K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-48- 3.11% |
$12.6K - $13.7K
|
1.49K
$412K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40- 1.07% |
$10.5K - $11.4K
|
3.69K
$1.02M
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-183- 6.31% |
$47.9K - $52.1K
|
2.72K
$749K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.22K- 1.88% |
$318K - $346K
|
63.4K
$17.5M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.11K+ 11.19% |
$290K - $315K
|
11K
$3.03M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
34+ 1.63% |
$8.89K - $9.68K
|
2.12K
$585K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.97K+ 4.13% |
$1.56M - $1.7M
|
150K
$41.5M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-33- 2.9% |
$8.63K - $9.39K
|
1.1K
$304K
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
21.7K+ 69.67% |
$5.68M - $6.18M
|
52.9K
$14.6M
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.08KNew |
$544K - $592K
|
2.08K
$574K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-25- 0.31% |
$6.54K - $7.12K
|
8.17K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
625New |
$163K - $178K
|
625
$172K
|