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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
767New |
$182K - $202K
|
767
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
153+ 0.77% |
$36.4K - $40.4K
|
20K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$951 - $1.06K
|
4
$1.15K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
783New |
$186K - $207K
|
783
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
829New |
$197K - $219K
|
829
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 5.29% |
$11.9K - $13.2K
|
996
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.76% |
$3.81K - $4.22K
|
2.12K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.57KNew |
$612K - $679K
|
2.57K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
219+ 47.3% |
$52.1K - $57.8K
|
682
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
37+ 0.34% |
$8.8K - $9.76K
|
10.8K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
1.02KNew |
$241K - $268K
|
1.02K
$291K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
79New |
$18.8K - $20.8K
|
79
$22.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
193+ 15.18% |
$45.9K - $50.9K
|
1.46K
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6+ 0.73% |
$1.43K - $1.58K
|
830
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8+ 0.54% |
$1.9K - $2.11K
|
1.49K
$426K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-550- 86.21% |
$131K - $145K
|
88
$25.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.19K- 50.0% |
$520K - $577K
|
2.19K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-538- 13.13% |
$128K - $142K
|
3.56K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
118+ 2.99% |
$28.1K - $31.1K
|
4.07K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
801New |
$191K - $211K
|
801
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.69% |
$1.43K - $1.58K
|
880
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
912+ 7.22% |
$217K - $241K
|
13.5K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
788New |
$187K - $208K
|
788
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
23New |
$5.47K - $6.07K
|
23
$6.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$238 - $264
|
2.4K
$688K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.25KNew |
$298K - $330K
|
1.25K
$359K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
639+ 41.68% |
$152K - $169K
|
2.17K
$623K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
807New |
$192K - $213K
|
807
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.13KNew |
$506K - $561K
|
2.13K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
135+ 13.82% |
$32.1K - $35.6K
|
1.11K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-360- 5.22% |
$85.6K - $95K
|
6.53K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.57K+ 2.2% |
$373K - $414K
|
72.8K
$20.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.7K- 47.32% |
$404K - $448K
|
1.89K
$542K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
778New |
$185K - $205K
|
778
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
192New |
$45.7K - $50.7K
|
192
$55.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 0.21% |
$1.91M - $2.12M
|
3.88M
$1.11B
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
32+ 3.31% |
$7.61K - $8.44K
|
998
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.4K- 1.03% |
$5.57M - $6.18M
|
2.25M
$646M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
409+ 119.59% |
$97.3K - $108K
|
751
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.46K+ 45.79% |
$2.01M - $2.23M
|
26.9K
$7.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
9+ 0.73% |
$2.14K - $2.37K
|
1.25K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.49K+ 5.8% |
$830K - $921K
|
63.6K
$18.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
75+ 0.7% |
$17.8K - $19.8K
|
10.8K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.25KNew |
$297K - $329K
|
1.25K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-25- 17.24% |
$5.95K - $6.6K
|
120
$34.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
45New |
$10.7K - $11.9K
|
45
$12.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-43- 87.76% |
$10.2K - $11.3K
|
6
$1.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
3.99KNew |
$948K - $1.05M
|
3.99K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
124+ 109.73% |
$29.5K - $32.7K
|
237
$68K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-13- 1.35% |
$3.09K - $3.43K
|
950
$273K
|
|