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 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
97New |
$25.4K - $27.6K
|
97
$27.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-74- 4.21% |
$19.4K - $21.1K
|
1.68K
$483K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
65+ 6.35% |
$17K - $18.5K
|
1.09K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
193New |
$50.5K - $54.9K
|
193
$55.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-90- 9.51% |
$23.5K - $25.6K
|
856
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-98- 2.8% |
$25.6K - $27.9K
|
3.4K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
992New |
$259K - $282K
|
992
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
291+ 12.79% |
$76.1K - $82.8K
|
2.57K
$737K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-205- 2.15% |
$53.6K - $58.3K
|
9.33K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69New |
$18K - $19.6K
|
69
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1- 0.1% |
$262 - $285
|
1.03K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
189New |
$49.4K - $53.8K
|
189
$54.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-71- 2.7% |
$18.6K - $20.2K
|
2.56K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 2.41% |
$523 - $569
|
81
$23.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-164- 7.96% |
$42.9K - $46.7K
|
1.9K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
130New |
$34K - $37K
|
130
$37.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$1.83K - $1.99K
|
7
$2.01K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-48- 1.7% |
$12.6K - $13.7K
|
2.78K
$797K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-109- 11.76% |
$28.5K - $31K
|
818
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
591+ 61.82% |
$155K - $168K
|
1.55K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 3.0% |
$6.54K - $7.12K
|
859
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-379- 55.9% |
$99.1K - $108K
|
299
$85.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
11.3K+ 114.41% |
$2.95M - $3.21M
|
21.1K
$6.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 4.52% |
$12K - $13.1K
|
972
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
3.02KNew |
$790K - $860K
|
3.02K
$867K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
74+ 10.28% |
$19.4K - $21.1K
|
794
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5+ 50.0% |
$1.31K - $1.42K
|
15
$4.3K
|
|
| Q3 2024 | |||||||
|
Jul 08, 2025
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
897New |
$213K - $237K
|
897
$257K
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.83KClosed |
$434K - $482K
|
0
$0
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-108- 10.21% |
$25.7K - $28.5K
|
950
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
921+ 1.8% |
$219K - $243K
|
52.1K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
77+ 4.68% |
$18.3K - $20.3K
|
1.72K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
825New |
$196K - $218K
|
825
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$430K - $476K
|
1.81K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.12KNew |
$267K - $297K
|
1.12K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-453- 4.58% |
$108K - $120K
|
9.43K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
800New |
$190K - $211K
|
800
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.92K- 76.48% |
$931K - $1.03M
|
1.2K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
133New |
$31.6K - $35.1K
|
133
$38.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.25K+ 51.83% |
$2.2M - $2.44M
|
27.1K
$7.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
180+ 13.01% |
$42.8K - $47.5K
|
1.56K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.76K+ 10.11% |
$2.08M - $2.31M
|
95.4K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.26K- 59.2% |
$299K - $332K
|
867
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
163+ 6.91% |
$38.8K - $43K
|
2.52K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-410- 27.33% |
$97.5K - $108K
|
1.09K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
25.6KNew |
$6.09M - $6.76M
|
25.6K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-742- 1.21% |
$176K - $196K
|
60.5K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
865+ 5.0% |
$206K - $228K
|
18.2K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-179- 1.88% |
$42.6K - $47.2K
|
9.35K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$334K - $370K
|
1.4K
$403K
|
|