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 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-37- 4.74% |
$9.68K - $10.5K
|
744
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.6KNew |
$418K - $455K
|
1.6K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
724New |
$189K - $206K
|
724
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.49K+ 112.5% |
$391K - $425K
|
2.82K
$783K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
172+ 22.99% |
$45K - $49K
|
920
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.5K- 54.49% |
$5.1M - $5.55M
|
16.3K
$4.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
53.7KNew |
$14M - $15.3M
|
53.7K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
77.7K+ 11.63% |
$20.3M - $22.1M
|
746K
$207M
|
|
|
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
$4.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.08K+ 4.38% |
$1.85M - $2.01M
|
169K
$46.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.3K+ 8.1% |
$2.68M - $2.92M
|
137K
$38M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
554New |
$145K - $158K
|
554
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-17- 0.52% |
$4.45K - $4.84K
|
3.27K
$908K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.61K+ 1.81% |
$1.21M - $1.31M
|
259K
$71.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 0.45% |
$628K - $684K
|
537K
$149M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-181- 3.04% |
$47.3K - $51.5K
|
5.78K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
748+ 0.85% |
$196K - $213K
|
88.7K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-289- 1.76% |
$75.6K - $82.3K
|
16.2K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
297+ 0.53% |
$77.7K - $84.5K
|
56.2K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.53K- 7.13% |
$1.71M - $1.86M
|
85K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-544- 0.73% |
$142K - $155K
|
73.7K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
60+ 8.75% |
$15.7K - $17.1K
|
746
$207K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.15K+ 5.65% |
$562K - $612K
|
40.3K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-100- 1.98% |
$26.2K - $28.5K
|
4.96K
$1.38M
|
|
|
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
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
330+ 14.69% |
$86.3K - $93.9K
|
2.58K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5- 0.95% |
$1.31K - $1.42K
|
524
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-560- 3.05% |
$146K - $159K
|
17.8K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 8.74% |
$3.16M - $3.44M
|
150K
$41.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
240+ 23.44% |
$62.8K - $68.3K
|
1.26K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-149- 0.59% |
$39K - $42.4K
|
25.2K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.52KNew |
$396K - $431K
|
1.52K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.33KNew |
$1.13M - $1.23M
|
4.33K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
800New |
$209K - $228K
|
800
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
114+ 0.41% |
$29.8K - $32.4K
|
28.1K
$7.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6.06K+ 3.08% |
$1.58M - $1.72M
|
203K
$56.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$459K - $500K
|
1.76K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 0.11% |
$10.2K - $11.1K
|
35.6K
$9.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
10.1KNew |
$2.65M - $2.88M
|
10.1K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 1.0% |
$551K - $600K
|
209K
$57.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.43K- 29.55% |
$373K - $406K
|
3.4K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
209+ 2.15% |
$54.7K - $59.5K
|
9.93K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
980+ 10.72% |
$256K - $279K
|
10.1K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-14- 0.75% |
$3.66K - $3.98K
|
1.86K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.19KNew |
$311K - $338K
|
1.19K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-55- 0.62% |
$14.4K - $15.7K
|
8.8K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-114- 1.04% |
$29.8K - $32.4K
|
10.9K
$3.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
699+ 12.95% |
$183K - $199K
|
6.1K
$1.69M
|