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 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
39+ 3.63% |
$10.2K - $11.1K
|
1.11K
$307K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-78- 0.14% |
$20.4K - $22.2K
|
56.2K
$15.5M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
268+ 17.75% |
$70.1K - $76.3K
|
1.78K
$490K
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 11.51% |
$52.3K - $56.9K
|
1.54K
$424K
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
382+ 9.81% |
$99.9K - $109K
|
4.28K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-174- 1.86% |
$45.5K - $49.5K
|
9.19K
$2.53M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.01K+ 665.29% |
$2.36M - $2.56M
|
10.4K
$2.86M
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.62KNew |
$947K - $1.03M
|
3.62K
$999K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-76- 1.82% |
$19.9K - $21.6K
|
4.09K
$1.13M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
79+ 8.59% |
$20.7K - $22.5K
|
999
$275K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
310+ 10.21% |
$81.1K - $88.2K
|
3.35K
$922K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
714+ 2.58% |
$187K - $203K
|
28.4K
$7.83M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 0.53% |
$523 - $569
|
374
$103K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
442+ 22.38% |
$116K - $126K
|
2.42K
$666K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
50+ 3.05% |
$13.1K - $14.2K
|
1.69K
$465K
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 15.55% |
$1.03M - $1.12M
|
29.3K
$8.08M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
35.2KNew |
$9.21M - $10M
|
35.2K
$9.71M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18.8K+ 9.48% |
$4.92M - $5.36M
|
217K
$59.9M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.81K+ 2.64% |
$997K - $1.08M
|
148K
$40.9M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-155- 3.1% |
$40.5K - $44.1K
|
4.84K
$1.34M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.94K- 4.58% |
$1.03M - $1.12M
|
82K
$22.6M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.87K- 2.69% |
$489K - $533K
|
67.7K
$18.7M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-38- 0.98% |
$9.94K - $10.8K
|
3.82K
$1.05M
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.47K- 0.93% |
$385K - $420K
|
157K
$43.4M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.76K+ 34.62% |
$461K - $502K
|
6.86K
$1.89M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.36K- 2.61% |
$1.14M - $1.24M
|
163K
$44.8M
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.43% |
$4.97K - $5.41K
|
4.37K
$1.2M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.77K+ 12.09% |
$1.77M - $1.93M
|
62.7K
$17.3M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.67K+ 2.2% |
$1.48M - $1.61M
|
263K
$72.6M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
692+ 2.7% |
$181K - $197K
|
26.3K
$7.25M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
274+ 4.72% |
$71.7K - $78K
|
6.08K
$1.68M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.47K- 3.3% |
$1.69M - $1.84M
|
189K
$52.2M
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 4.44% |
$297K - $323K
|
26.7K
$7.36M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-98- 1.3% |
$25.6K - $27.9K
|
7.45K
$2.05M
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-375- 0.71% |
$98.1K - $107K
|
52.5K
$14.5M
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-318- 3.93% |
$83.2K - $90.5K
|
7.77K
$2.14M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.37K- 46.58% |
$358K - $390K
|
1.57K
$433K
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
5.83KNew |
$1.52M - $1.66M
|
5.83K
$1.61M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$3.69M - $4.01M
|
14.1K
$3.89M
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
14.3KNew |
$3.74M - $4.07M
|
14.3K
$3.94M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-21- 2.36% |
$5.49K - $5.98K
|
867
$239K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-58- 2.98% |
$15.2K - $16.5K
|
1.89K
$521K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
137+ 1.1% |
$35.8K - $39K
|
12.6K
$3.47M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
43.1KNew |
$11.3M - $12.3M
|
43.1K
$11.9M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.57KNew |
$411K - $447K
|
1.57K
$433K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
307+ 17.93% |
$80.3K - $87.4K
|
2.02K
$557K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
91+ 4.61% |
$23.8K - $25.9K
|
2.06K
$569K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-40- 1.63% |
$10.5K - $11.4K
|
2.41K
$664K
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.29K- 1.59% |
$599K - $652K
|
142K
$39.2M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 0.6% |
$67.7K - $73.7K
|
42.7K
$11.8M
|