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 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.47K- 73.57% |
$1.93M - $2.08M
|
3.4K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
136+ 4.74% |
$27.7K - $29.9K
|
3.01K
$829K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-77- 10.89% |
$15.7K - $17K
|
630
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-849- 9.65% |
$173K - $187K
|
7.95K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 3.56% |
$2.24M - $2.42M
|
320K
$88.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
710+ 9.58% |
$144K - $156K
|
8.12K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
183+ 1.95% |
$37.2K - $40.3K
|
9.55K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
8.79KNew |
$1.79M - $1.93M
|
8.79K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
196+ 20.57% |
$39.9K - $43.2K
|
1.15K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
239+ 7.79% |
$48.6K - $52.6K
|
3.31K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
161+ 5.11% |
$32.8K - $35.4K
|
3.31K
$912K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
388+ 2.33% |
$78.9K - $85.4K
|
17.1K
$4.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.8K- 6.46% |
$366K - $396K
|
26.1K
$7.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.43KNew |
$1.51M - $1.63M
|
7.43K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114K- 4.91% |
$23.1M - $25M
|
2.2M
$607M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-7- 0.51% |
$1.42K - $1.54K
|
1.37K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-160- 0.88% |
$32.5K - $35.2K
|
18K
$4.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.78K- 15.49% |
$768K - $831K
|
20.6K
$5.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$210K - $227K
|
1.03K
$284K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.28KNew |
$464K - $502K
|
2.28K
$629K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.1KNew |
$427K - $462K
|
2.1K
$579K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
117New |
$23.8K - $25.8K
|
117
$32.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-740- 43.05% |
$151K - $163K
|
979
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
477+ 40.77% |
$97K - $105K
|
1.65K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-183- 13.07% |
$37.2K - $40.3K
|
1.22K
$336K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.14K+ 6.53% |
$842K - $911K
|
67.5K
$18.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$118M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
17.1K+ 4.17% |
$3.49M - $3.77M
|
428K
$118M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.45K- 4.8% |
$906K - $980K
|
88.3K
$24.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-339- 23.87% |
$69K - $74.6K
|
1.08K
$298K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
235New |
$47.8K - $51.7K
|
235
$64.8K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-150- 37.04% |
$30.5K - $33K
|
255
$70.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-216- 1.04% |
$43.9K - $47.6K
|
20.6K
$5.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-12- 1.18% |
$2.44K - $2.64K
|
1.01K
$278K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 18.18% |
$1.22K - $1.32K
|
27
$7.44K
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
165KNew |
$33.1M - $37.4M
|
165K
$45.6M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
778+ 42.58% |
$156K - $176K
|
2.61K
$718K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-344- 19.9% |
$68.9K - $77.7K
|
1.39K
$382K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
1KNew |
$200K - $226K
|
1K
$276K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
11+ 0.37% |
$2.2K - $2.49K
|
3.02K
$831K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
325+ 26.32% |
$65.1K - $73.4K
|
1.56K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
155+ 3100.0% |
$31K - $35K
|
160
$44.1K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.9KNew |
$380K - $429K
|
1.9K
$524K
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-7.09K- 39.19% |
$1.42M - $1.6M
|
11K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.02K+ 30.2% |
$405K - $457K
|
8.73K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2K- 52.58% |
$401K - $453K
|
1.81K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.26K+ 22.72% |
$451K - $510K
|
12.2K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72+ 1440.0% |
$14.4K - $16.3K
|
77
$21.2K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
784New |
$157K - $177K
|
784
$216K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.12KNew |
$223K - $252K
|
1.12K
$307K
|
|