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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-719- 1.19% |
$169K - $179K
|
59.8K
$16.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
217+ 5.34% |
$51K - $54K
|
4.28K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-404- 17.67% |
$94.9K - $101K
|
1.88K
$509K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-40- 1.91% |
$9.4K - $9.96K
|
2.06K
$556K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-91- 9.21% |
$21.4K - $22.7K
|
897
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
83+ 8.63% |
$19.5K - $20.7K
|
1.05K
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$23.5K - $24.9K
|
100
$27K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-21- 0.38% |
$4.93K - $5.23K
|
5.52K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.5K- 75.12% |
$587K - $622K
|
828
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 23.33% |
$4.93K - $5.23K
|
69
$18.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
415New |
$97.5K - $103K
|
415
$112K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-12- 0.96% |
$2.82K - $2.99K
|
1.24K
$336K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-701- 43.79% |
$165K - $175K
|
900
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
17New |
$3.99K - $4.23K
|
17
$4.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.26K- 13.89% |
$297K - $314K
|
7.82K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
879New |
$207K - $219K
|
879
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
415New |
$97.5K - $103K
|
415
$112K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 6.32% |
$12K - $12.7K
|
756
$204K
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1+ 0.03% |
$235 - $249
|
3.56K
$961K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.08KNew |
$254K - $269K
|
1.08K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 0.43% |
$1.17K - $1.24K
|
1.17K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-7- 0.53% |
$1.64K - $1.74K
|
1.32K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-39- 73.58% |
$9.16K - $9.71K
|
14
$3.79K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
53+ 1.75% |
$12.5K - $13.2K
|
3.08K
$833K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-1.83K- 30.8% |
$429K - $455K
|
4.1K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$235 - $249
|
6.08K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$332K - $351K
|
1.41K
$382K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 1.06% |
$2.82K - $2.99K
|
1.12K
$302K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
240New |
$56.4K - $59.8K
|
240
$64.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-254- 14.89% |
$59.7K - $63.2K
|
1.45K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
485New |
$114K - $121K
|
485
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 34.21% |
$12.2K - $12.9K
|
100
$27K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
42+ 23.33% |
$9.87K - $10.5K
|
222
$60K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.15K+ 489.95% |
$504K - $534K
|
2.58K
$699K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
960New |
$226K - $239K
|
960
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
868New |
$204K - $216K
|
868
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-72- 75.79% |
$16.9K - $17.9K
|
23
$6.22K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
662+ 1.76% |
$156K - $165K
|
38.2K
$10.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
205New |
$48.2K - $51K
|
205
$55.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$33.1K - $35.1K
|
141
$38.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 9.49% |
$22.3K - $23.7K
|
1.1K
$296K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90+ 3.71% |
$21.1K - $22.4K
|
2.52K
$681K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-27- 2.72% |
$6.34K - $6.72K
|
965
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-293- 0.83% |
$68.9K - $73K
|
35.2K
$9.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-11- 20.75% |
$2.58K - $2.74K
|
42
$11.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.64% |
$1.64K - $1.74K
|
1.09K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-50- 1.42% |
$11.7K - $12.4K
|
3.47K
$938K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.36% |
$1.41K - $1.49K
|
1.7K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
383+ 9.63% |
$90K - $95.4K
|
4.36K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
208New |
$48.9K - $51.8K
|
208
$56.2K
|