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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
469+ 57.9% |
$123K - $133K
|
1.28K
$333K
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
869+ 42.43% |
$227K - $247K
|
2.92K
$759K
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
524+ 6.93% |
$137K - $149K
|
8.09K
$2.11M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.4K- 1.14% |
$24.4M - $26.6M
|
8.09M
$2.11B
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-401- 0.7% |
$105K - $114K
|
56.7K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
132+ 4.93% |
$34.5K - $37.6K
|
2.81K
$731K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.02K+ 20.44% |
$267K - $291K
|
6.02K
$1.57M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.83K+ 41.46% |
$740K - $806K
|
9.66K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.92K- 81.39% |
$2.07M - $2.26M
|
1.81K
$472K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.2K- 4.88% |
$5.28M - $5.75M
|
394K
$103M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
92+ 5.92% |
$24.1K - $26.2K
|
1.65K
$429K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
184+ 16.61% |
$48.1K - $52.4K
|
1.29K
$336K
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-70- 3.17% |
$18.3K - $19.9K
|
2.14K
$557K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$328K - $357K
|
1.25K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.6K- 18.83% |
$942K - $1.03M
|
15.5K
$4.04M
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
147+ 0.24% |
$38.4K - $41.8K
|
60.4K
$15.7M
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
253+ 6.61% |
$66.2K - $72K
|
4.08K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
312+ 12.06% |
$81.6K - $88.8K
|
2.9K
$754K
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
9+ 0.38% |
$2.35K - $2.56K
|
2.37K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.41K+ 2.59% |
$2.46M - $2.68M
|
373K
$97M
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.76KNew |
$459K - $500K
|
1.76K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-59- 1.52% |
$15.4K - $16.8K
|
3.83K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
873New |
$228K - $248K
|
873
$227K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.02K+ 21.03% |
$528K - $575K
|
11.6K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-414- 15.15% |
$108K - $118K
|
2.32K
$603K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.63% |
$262 - $285
|
161
$41.9K
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-135- 0.98% |
$35.3K - $38.4K
|
13.6K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-160- 57.55% |
$41.8K - $45.5K
|
118
$30.7K
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
70.5KNew |
$18.4M - $20.1M
|
70.5K
$18.4M
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
15.5KNew |
$4.05M - $4.41M
|
15.5K
$4.03M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
29.6KNew |
$7.73M - $8.42M
|
29.6K
$7.7M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
514New |
$134K - $146K
|
514
$134K
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
978New |
$256K - $278K
|
978
$255K
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.62KNew |
$423K - $461K
|
1.62K
$422K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$445K - $484K
|
1.7K
$443K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.8KNew |
$2.83M - $3.08M
|
10.8K
$2.82M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13.8KNew |
$3.6M - $3.92M
|
13.8K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.3KNew |
$340K - $370K
|
1.3K
$338K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
302K+ 4.1% |
$79M - $86M
|
7.67M
$2B
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-5.11K- 4.4% |
$1.34M - $1.46M
|
111K
$28.9M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 41.83% |
$1.04M - $1.13M
|
13.4K
$3.5M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.87K+ 1.99% |
$1.01M - $1.1M
|
198K
$51.6M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6- 0.21% |
$1.57K - $1.71K
|
2.81K
$732K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.77K+ 120.31% |
$462K - $502K
|
3.23K
$841K
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$1.18M - $1.28M
|
4.51K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.8K+ 367.04% |
$2.56M - $2.79M
|
12.5K
$3.25M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151K+ 29.78% |
$39.6M - $43.1M
|
659K
$172M
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-251- 2.48% |
$65.6K - $71.4K
|
9.86K
$2.57M
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.07% |
$262 - $285
|
1.36K
$353K
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
106+ 5.67% |
$27.7K - $30.2K
|
1.98K
$514K
|