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 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
204+ 12.13% |
$53.3K - $58.1K
|
1.89K
$510K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
333+ 3.64% |
$87.1K - $94.8K
|
9.47K
$2.56M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.35% |
$1.83K - $1.99K
|
2.01K
$543K
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-250- 6.58% |
$65.4K - $71.2K
|
3.55K
$960K
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-40- 2.97% |
$10.5K - $11.4K
|
1.31K
$353K
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
200+ 13.28% |
$52.3K - $56.9K
|
1.71K
$461K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.04% |
$262 - $285
|
2.46K
$666K
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-149- 2.62% |
$39K - $42.4K
|
5.55K
$1.5M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.4% |
$1.05K - $1.14K
|
1.02K
$274K
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
973New |
$254K - $277K
|
973
$263K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-16- 0.21% |
$4.18K - $4.55K
|
7.68K
$2.08M
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.24% |
$785 - $854
|
1.24K
$335K
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-10K- 12.25% |
$2.62M - $2.85M
|
71.9K
$19.4M
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
107+ 3.63% |
$28K - $30.5K
|
3.06K
$827K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
10+ 0.14% |
$2.62K - $2.85K
|
7.08K
$1.92M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-93- 0.93% |
$24.3K - $26.5K
|
9.86K
$2.67M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
234+ 4.64% |
$61.2K - $66.6K
|
5.28K
$1.43M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.04K- 6.34% |
$273K - $297K
|
15.4K
$4.16M
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
106+ 4.03% |
$27.7K - $30.2K
|
2.74K
$740K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-384- 8.56% |
$100K - $109K
|
4.1K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.47K+ 9.48% |
$907K - $987K
|
40K
$10.8M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-479- 2.86% |
$125K - $136K
|
16.2K
$4.39M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.08% |
$20.9K - $22.8K
|
2.04K
$551K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4+ 0.24% |
$1.05K - $1.14K
|
1.68K
$455K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-115- 1.02% |
$30.1K - $32.7K
|
11.2K
$3.02M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
97+ 2.34% |
$25.4K - $27.6K
|
4.24K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-472- 14.37% |
$123K - $134K
|
2.81K
$760K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.29KNew |
$337K - $367K
|
1.29K
$348K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
96+ 33.57% |
$25.1K - $27.3K
|
382
$103K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
17+ 0.24% |
$4.45K - $4.84K
|
7.05K
$1.91M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.77K+ 6.47% |
$464K - $505K
|
29.2K
$7.9M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
619+ 1.57% |
$162K - $176K
|
40K
$10.8M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.78% |
$3.66K - $3.98K
|
1.81K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
949+ 3.21% |
$248K - $270K
|
30.5K
$8.26M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9- 0.08% |
$2.35K - $2.56K
|
11.6K
$3.15M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.5K+ 57.5% |
$5.09M - $5.54M
|
53.3K
$14.4M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-483- 32.99% |
$126K - $137K
|
981
$265K
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-67- 2.7% |
$17.5K - $19.1K
|
2.41K
$653K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
87+ 3.26% |
$22.8K - $24.8K
|
2.75K
$744K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-29- 0.3% |
$7.58K - $8.25K
|
9.71K
$2.63M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-480- 7.5% |
$126K - $137K
|
5.92K
$1.6M
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-170- 5.37% |
$44.5K - $48.4K
|
3K
$811K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
17+ 0.95% |
$4.45K - $4.84K
|
1.81K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-10- 0.83% |
$2.62K - $2.85K
|
1.19K
$322K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 3.36% |
$10.5K - $11.4K
|
1.23K
$333K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.48K- 0.67% |
$649K - $706K
|
366K
$98.9M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-705- 3.4% |
$184K - $201K
|
20K
$5.42M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.83K - $1.99K
|
7
$1.89K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
1.29K+ 158.72% |
$338K - $368K
|
2.11K
$570K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.05% |
$262 - $285
|
2.13K
$577K
|