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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30.3K+ 6.24% |
$7.93M - $8.64M
|
517K
$140M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.78K+ 15.11% |
$2.3M - $2.5M
|
66.9K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
6.21K+ 9.93% |
$1.62M - $1.77M
|
68.8K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.61K+ 2.93% |
$943K - $1.03M
|
127K
$34.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
133+ 30.93% |
$34.8K - $37.9K
|
563
$152K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.78K+ 77.34% |
$726K - $791K
|
6.37K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.27K- 4.7% |
$593K - $645K
|
46K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.11K+ 58.97% |
$1.6M - $1.74M
|
16.5K
$4.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 2.34% |
$590K - $643K
|
94.2K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
693+ 6.11% |
$181K - $197K
|
12K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-51- 2.14% |
$13.3K - $14.5K
|
2.33K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.23K+ 3.29% |
$1.37M - $1.49M
|
164K
$44.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
7+ 0.03% |
$1.83K - $1.99K
|
23.8K
$6.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.03K- 49.6% |
$1.58M - $1.72M
|
6.13K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
876+ 1.37% |
$229K - $249K
|
65K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.08K+ 6.67% |
$283K - $308K
|
17.3K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
491+ 6.67% |
$128K - $140K
|
7.85K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-563- 12.0% |
$147K - $160K
|
4.13K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
252+ 0.89% |
$65.9K - $71.7K
|
28.5K
$7.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-19- 1.58% |
$4.97K - $5.41K
|
1.18K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
591+ 61.82% |
$155K - $168K
|
1.55K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
513+ 17.68% |
$134K - $146K
|
3.42K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$262 - $285
|
1.55K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
47+ 0.08% |
$12.3K - $13.4K
|
61.1K
$16.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
589+ 11.45% |
$154K - $168K
|
5.74K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$1.83K - $1.99K
|
6.18K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
27+ 0.56% |
$7.06K - $7.69K
|
4.86K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.24K+ 27.47% |
$1.37M - $1.49M
|
24.3K
$6.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-304- 7.86% |
$79.5K - $86.5K
|
3.56K
$964K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.18% |
$523 - $569
|
1.13K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-47- 0.2% |
$12.3K - $13.4K
|
24K
$6.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.2K+ 12.89% |
$3.18M - $3.46M
|
107K
$28.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
57+ 1.42% |
$14.9K - $16.2K
|
4.07K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-60- 3.04% |
$15.7K - $17.1K
|
1.91K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-29- 1.44% |
$7.58K - $8.25K
|
1.98K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 18.42% |
$26.2K - $28.5K
|
443
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-32- 0.45% |
$8.37K - $9.11K
|
7.07K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
342+ 0.84% |
$89.4K - $97.3K
|
40.9K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 3.0% |
$6.54K - $7.12K
|
859
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-305- 4.96% |
$79.8K - $86.8K
|
5.85K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-379- 55.9% |
$99.1K - $108K
|
299
$80.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
201+ 7.13% |
$52.6K - $57.2K
|
3.02K
$816K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.06% |
$262 - $285
|
1.8K
$486K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-160- 4.51% |
$41.8K - $45.5K
|
3.38K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-957- 1.96% |
$250K - $272K
|
47.9K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.11K+ 14.05% |
$1.86M - $2.02M
|
57.7K
$15.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.64% |
$9.94K - $10.8K
|
5.96K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.47% |
$10.7K - $11.7K
|
8.61K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-146- 0.14% |
$38.2K - $41.6K
|
101K
$27.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7+ 0.11% |
$1.83K - $1.99K
|
6.2K
$1.68M
|