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 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.09% |
$262 - $285
|
1.05K
$291K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2+ 0.05% |
$523 - $569
|
3.79K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.21KNew |
$577K - $628K
|
2.21K
$608K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 9.65% |
$22.2K - $24.2K
|
966
$266K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
193New |
$50.5K - $54.9K
|
193
$53.2K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.65K+ 4.54% |
$693K - $755K
|
61.1K
$16.8M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.05K+ 3.0% |
$537K - $585K
|
70.5K
$19.4M
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
2+ 0.24% |
$523 - $569
|
850
$234K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
597+ 2.98% |
$156K - $170K
|
20.6K
$5.69M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7- 0.26% |
$1.83K - $1.99K
|
2.66K
$733K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.63K+ 3.26% |
$425K - $463K
|
51.5K
$14.2M
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-111- 5.81% |
$29K - $31.6K
|
1.8K
$497K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
360+ 2.53% |
$94.1K - $102K
|
14.6K
$4.02M
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-443- 4.46% |
$116K - $126K
|
9.5K
$2.62M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
620+ 2.36% |
$162K - $176K
|
26.9K
$7.41M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-122- 1.37% |
$31.9K - $34.7K
|
8.8K
$2.43M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-695- 9.74% |
$182K - $198K
|
6.44K
$1.78M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
766New |
$200K - $218K
|
766
$211K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.1K- 12.21% |
$11.8M - $12.8M
|
324K
$89.3M
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
232+ 8.85% |
$60.7K - $66K
|
2.85K
$787K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
107+ 6.62% |
$28K - $30.5K
|
1.72K
$475K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.56K- 14.67% |
$407K - $443K
|
9.06K
$2.5M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-216- 3.91% |
$56.5K - $61.5K
|
5.31K
$1.47M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-322- 5.59% |
$84.2K - $91.7K
|
5.44K
$1.5M
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.2K+ 80.12% |
$6.08M - $6.61M
|
52.2K
$14.4M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.17KNew |
$307K - $334K
|
1.17K
$323K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1- 0.02% |
$262 - $285
|
4.4K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
368+ 9.59% |
$96.2K - $105K
|
4.21K
$1.16M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 9.51% |
$23.5K - $25.6K
|
856
$236K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-775- 2.62% |
$203K - $221K
|
28.9K
$7.96M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.57K+ 3.05% |
$411K - $447K
|
53K
$14.6M
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
606+ 1.08% |
$158K - $172K
|
56.5K
$15.6M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-606- 18.01% |
$158K - $172K
|
2.76K
$761K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
776New |
$203K - $221K
|
776
$214K
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.61K+ 1.34% |
$1.21M - $1.31M
|
350K
$96.4M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
339+ 11.38% |
$88.6K - $96.5K
|
3.32K
$915K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-441- 3.51% |
$115K - $126K
|
12.1K
$3.34M
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
540+ 14.0% |
$141K - $154K
|
4.4K
$1.21M
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
2.48K+ 21.42% |
$648K - $706K
|
14.1K
$3.88M
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-438- 1.96% |
$115K - $125K
|
21.9K
$6.03M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-217- 1.02% |
$56.7K - $61.8K
|
21.1K
$5.83M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
95+ 7.95% |
$24.8K - $27K
|
1.29K
$356K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 0.4% |
$523 - $569
|
492
$136K
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
52KNew |
$13.6M - $14.8M
|
52K
$14.3M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.71K+ 36.98% |
$446K - $486K
|
6.32K
$1.74M
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
207+ 8.13% |
$54.1K - $58.9K
|
2.75K
$759K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
30+ 1.42% |
$7.85K - $8.54K
|
2.15K
$593K
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.1K- 5.78% |
$550K - $599K
|
34.3K
$9.45M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.4K+ 0.91% |
$628K - $684K
|
266K
$73.4M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
70+ 0.08% |
$18.3K - $19.9K
|
84.4K
$23.3M
|