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 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
629+ 5.32% |
$164K - $179K
|
12.5K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-24- 1.11% |
$6.28K - $6.83K
|
2.15K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-32- 0.58% |
$8.37K - $9.11K
|
5.49K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-451- 1.1% |
$118K - $128K
|
40.6K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-37- 23.87% |
$9.68K - $10.5K
|
118
$32.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
27+ 87.1% |
$7.06K - $7.69K
|
58
$16.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-980- 37.63% |
$256K - $279K
|
1.62K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
185+ 7.55% |
$48.4K - $52.7K
|
2.64K
$731K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.03KNew |
$1.58M - $1.72M
|
6.03K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-28- 9.96% |
$7.32K - $7.97K
|
253
$70.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 0.29% |
$3.14K - $3.42K
|
4.13K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
650+ 2.52% |
$170K - $185K
|
26.5K
$7.34M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-30- 0.67% |
$7.85K - $8.54K
|
4.48K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-551- 24.29% |
$144K - $157K
|
1.72K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-65- 6.02% |
$17K - $18.5K
|
1.01K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.63KNew |
$688K - $749K
|
2.63K
$730K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.42KNew |
$371K - $403K
|
1.42K
$393K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
643+ 7.37% |
$168K - $183K
|
9.37K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
66.8KNew |
$17.5M - $19M
|
66.8K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
59+ 4.49% |
$15.4K - $16.8K
|
1.37K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
423+ 1.03% |
$111K - $120K
|
41.4K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.52KNew |
$919K - $1M
|
3.52K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-8- 0.51% |
$2.09K - $2.28K
|
1.58K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-812- 36.89% |
$212K - $231K
|
1.39K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 1.28% |
$2.62K - $2.85K
|
769
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-420- 1.71% |
$110K - $120K
|
24.1K
$6.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.85KNew |
$483K - $526K
|
1.85K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
628+ 34.75% |
$164K - $179K
|
2.44K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-102- 6.28% |
$26.7K - $29K
|
1.52K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.18K+ 2.32% |
$308K - $335K
|
51.8K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.56% |
$262 - $285
|
179
$49.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-136- 2.75% |
$35.6K - $38.7K
|
4.81K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3+ 0.33% |
$785 - $854
|
910
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
335+ 23.02% |
$87.6K - $95.4K
|
1.79K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-107- 35.91% |
$28K - $30.5K
|
191
$53K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-53- 0.71% |
$13.9K - $15.1K
|
7.37K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
49KNew |
$12.8M - $13.9M
|
49K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
144+ 32.14% |
$37.7K - $41K
|
592
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26K+ 43.55% |
$330K - $359K
|
4.16K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2K- 18.98% |
$523K - $569K
|
8.54K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-106- 0.87% |
$27.7K - $30.2K
|
12.1K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
498+ 14.27% |
$130K - $142K
|
3.99K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
478+ 2.63% |
$125K - $136K
|
18.7K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17.8K+ 4.89% |
$4.65M - $5.06M
|
382K
$106M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-796- 0.67% |
$208K - $227K
|
119K
$33M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.15KNew |
$301K - $328K
|
1.15K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.4K+ 7.62% |
$627K - $682K
|
33.8K
$9.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-2.1K- 15.27% |
$550K - $599K
|
11.7K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-186- 1.89% |
$48.6K - $52.9K
|
9.68K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.24% |
$2.35K - $2.56K
|
3.68K
$1.02M
|