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
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 5.81% |
$5.23K - $5.69K
|
364
$101K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
121+ 10.76% |
$31.6K - $34.4K
|
1.25K
$346K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
483+ 2.01% |
$126K - $137K
|
24.5K
$6.79M
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
40.3K+ 4572.53% |
$10.5M - $11.5M
|
41.2K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.96K- 6.21% |
$1.82M - $1.98M
|
105K
$29.2M
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.39KNew |
$364K - $396K
|
1.39K
$387K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
25+ 2.22% |
$6.54K - $7.12K
|
1.15K
$319K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
176+ 2.16% |
$46K - $50.1K
|
8.32K
$2.31M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
945+ 7.01% |
$247K - $269K
|
14.4K
$4M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.14K- 69.12% |
$1.87M - $2.03M
|
3.19K
$885K
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-219- 0.99% |
$57.3K - $62.3K
|
21.9K
$6.08M
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-27.9K- 23.28% |
$7.3M - $7.94M
|
92K
$25.5M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
176+ 0.86% |
$46K - $50.1K
|
20.6K
$5.73M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-454- 27.8% |
$119K - $129K
|
1.18K
$327K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.66K- 6.09% |
$956K - $1.04M
|
56.4K
$15.7M
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-14- 1.33% |
$3.66K - $3.98K
|
1.04K
$288K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.86K+ 7.47% |
$486K - $529K
|
26.7K
$7.42M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
204+ 4.0% |
$53.3K - $58.1K
|
5.3K
$1.47M
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
355+ 44.77% |
$92.8K - $101K
|
1.15K
$319K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.24% |
$1.31K - $1.42K
|
2.06K
$573K
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-146- 3.81% |
$38.2K - $41.6K
|
3.69K
$1.02M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-283- 1.06% |
$74K - $80.6K
|
26.3K
$7.3M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
194+ 10.93% |
$50.7K - $55.2K
|
1.97K
$546K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
758+ 1.64% |
$198K - $216K
|
47K
$13M
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
375+ 44.75% |
$98.1K - $107K
|
1.21K
$337K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
114+ 11.94% |
$29.8K - $32.4K
|
1.07K
$297K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
249+ 10.82% |
$65.1K - $70.9K
|
2.55K
$708K
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
47.7KNew |
$12.5M - $13.6M
|
47.7K
$13.2M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21.5K+ 35.29% |
$5.61M - $6.11M
|
82.3K
$22.8M
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-129- 2.95% |
$33.7K - $36.7K
|
4.24K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-136- 2.5% |
$35.6K - $38.7K
|
5.3K
$1.47M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-436- 0.47% |
$114K - $124K
|
92.7K
$25.7M
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
263+ 2.05% |
$68.8K - $74.9K
|
13.1K
$3.64M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-342- 2.18% |
$89.4K - $97.3K
|
15.4K
$4.27M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
907+ 15.79% |
$237K - $258K
|
6.65K
$1.85M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-242- 0.88% |
$63.3K - $68.9K
|
27.2K
$7.54M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-403- 5.81% |
$105K - $115K
|
6.53K
$1.81M
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
701+ 25.42% |
$183K - $200K
|
3.46K
$960K
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.12KNew |
$1.08M - $1.17M
|
4.12K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
16+ 0.43% |
$4.18K - $4.55K
|
3.75K
$1.04M
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$262 - $285
|
23
$6.38K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
114+ 12.45% |
$29.8K - $32.4K
|
1.03K
$286K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91.9K+ 7.19% |
$24M - $26.1M
|
1.37M
$380M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-292K- 99.6% |
$76.4M - $83.1M
|
1.17K
$325K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 2.4% |
$270K - $294K
|
44.1K
$12.2M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-52- 4.1% |
$13.6K - $14.8K
|
1.22K
$338K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
217+ 0.65% |
$56.7K - $61.8K
|
33.4K
$9.26M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
223+ 10.78% |
$58.3K - $63.5K
|
2.29K
$636K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-24- 0.78% |
$6.28K - $6.83K
|
3.06K
$850K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.96K- 8.21% |
$774K - $843K
|
33.1K
$9.19M
|