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 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
185+ 8.22% |
$48.4K - $52.7K
|
2.44K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
103+ 3.86% |
$26.9K - $29.3K
|
2.77K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.17% |
$3.4K - $3.7K
|
7.51K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.49K+ 143.68% |
$912K - $993K
|
5.91K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
259+ 2.73% |
$67.7K - $73.7K
|
9.75K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
485+ 2.45% |
$127K - $138K
|
20.3K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
463+ 47.44% |
$121K - $132K
|
1.44K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
53+ 1.09% |
$13.9K - $15.1K
|
4.92K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-18- 0.3% |
$4.71K - $5.12K
|
6.02K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
290+ 4.62% |
$75.8K - $82.5K
|
6.57K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-670- 4.33% |
$175K - $191K
|
14.8K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
195+ 0.51% |
$51K - $55.5K
|
38.7K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-6- 0.44% |
$1.57K - $1.71K
|
1.35K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.9KNew |
$1.02M - $1.11M
|
3.9K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.33K+ 47.74% |
$609K - $662K
|
7.2K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 5.71% |
$312K - $340K
|
19.7K
$5.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-138- 3.59% |
$36.1K - $39.3K
|
3.7K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
49.1K+ 33.15% |
$12.8M - $14M
|
197K
$53.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
91+ 11.21% |
$23.8K - $25.9K
|
903
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.81K- 2.92% |
$473K - $514K
|
60K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 0.35% |
$4.18K - $4.55K
|
4.59K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
259+ 0.31% |
$67.7K - $73.7K
|
84.3K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
1.66K+ 4.96% |
$435K - $473K
|
35.2K
$9.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-71- 1.07% |
$18.6K - $20.2K
|
6.56K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 2.41% |
$523 - $569
|
81
$21.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
776+ 8.75% |
$203K - $221K
|
9.64K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
83+ 4.57% |
$21.7K - $23.6K
|
1.9K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-732- 6.82% |
$191K - $208K
|
10K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
849+ 7.69% |
$222K - $242K
|
11.9K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-164- 7.96% |
$42.9K - $46.7K
|
1.9K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.15% |
$785 - $854
|
2.07K
$559K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
282+ 2.73% |
$73.7K - $80.3K
|
10.6K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-17.8K- 3.8% |
$4.64M - $5.05M
|
449K
$121M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15+ 0.75% |
$3.92K - $4.27K
|
2.02K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-276- 5.18% |
$72.2K - $78.6K
|
5.05K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
143+ 0.48% |
$37.4K - $40.7K
|
29.7K
$8.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.07% |
$262 - $285
|
1.38K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
282+ 10.03% |
$73.7K - $80.3K
|
3.09K
$836K
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
6.56KNew |
$1.72M - $1.87M
|
6.56K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
141+ 1.04% |
$36.9K - $40.1K
|
13.7K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.56K+ 4.79% |
$408K - $445K
|
34.2K
$9.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.37KNew |
$359K - $390K
|
1.37K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
664+ 6.3% |
$174K - $189K
|
11.2K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
184+ 2.71% |
$48.1K - $52.4K
|
6.98K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-145- 5.38% |
$37.9K - $41.3K
|
2.55K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130New |
$34K - $37K
|
130
$35.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.39K- 3.26% |
$364K - $396K
|
41.3K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-27- 3.13% |
$7.06K - $7.69K
|
837
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
422+ 14.19% |
$110K - $120K
|
3.4K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.1KNew |
$2.91M - $3.17M
|
11.1K
$3.01M
|