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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-30- 4.54% |
$6.01K - $6.78K
|
631
$174K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-813- 17.64% |
$163K - $184K
|
3.8K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
50.4KNew |
$10.1M - $11.4M
|
50.4K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
961New |
$192K - $217K
|
961
$265K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
975New |
$195K - $220K
|
975
$269K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.94K- 58.92% |
$388K - $438K
|
1.35K
$373K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
256New |
$51.3K - $57.9K
|
256
$70.6K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
47New |
$9.41K - $10.6K
|
47
$13K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
56+ 86.15% |
$11.2K - $12.7K
|
121
$33.4K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-75- 65.22% |
$15K - $16.9K
|
40
$11K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5New |
$1K - $1.13K
|
5
$1.38K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
200+ 5.92% |
$40K - $45.2K
|
3.58K
$987K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
149+ 392.11% |
$29.8K - $33.7K
|
187
$51.6K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
541New |
$108K - $122K
|
541
$149K
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.48% |
$1K - $1.13K
|
1.04K
$287K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.02KNew |
$205K - $231K
|
1.02K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
413New |
$82.7K - $93.3K
|
413
$114K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$200 - $226
|
30.1K
$8.29M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
34+ 1.96% |
$6.81K - $7.68K
|
1.77K
$487K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
165+ 7.98% |
$33K - $37.3K
|
2.23K
$616K
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-1.21K- 55.62% |
$242K - $273K
|
963
$265K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$2.4K - $2.71K
|
7.92K
$2.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-66- 4.36% |
$13.2K - $14.9K
|
1.45K
$399K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
5+ 4.0% |
$1K - $1.13K
|
130
$35.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.72% |
$400 - $452
|
280
$77.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-70.2K- 70.2% |
$14M - $15.9M
|
29.8K
$8.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 4.41% |
$10K - $11.3K
|
1.08K
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$228K - $258K
|
1.14K
$315K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
967+ 2.86% |
$194K - $219K
|
34.8K
$9.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
335+ 4.92% |
$67.1K - $75.7K
|
7.15K
$1.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.5KNew |
$1.1M - $1.24M
|
5.5K
$1.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-3.2K- 69.9% |
$641K - $723K
|
1.38K
$380K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2+ 0.18% |
$400 - $452
|
1.1K
$302K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.93K- 32.28% |
$732K - $853K
|
8.24K
$2.27M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
106+ 10.86% |
$19.8K - $23K
|
1.08K
$298K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
13New |
$2.43K - $2.82K
|
13
$3.58K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-1.62KClosed |
$303K - $353K
|
0
$0
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
2.47KNew |
$461K - $537K
|
2.47K
$682K
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.03KNew |
$193K - $225K
|
1.03K
$285K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
94New |
$17.5K - $20.4K
|
94
$25.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
615New |
$115K - $134K
|
615
$170K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
39+ 0.64% |
$7.28K - $8.47K
|
6.14K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
995New |
$186K - $216K
|
995
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.38K+ 15.67% |
$630K - $734K
|
24.9K
$6.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-74- 13.14% |
$13.8K - $16.1K
|
489
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.8MNew |
$336M - $392M
|
1.8M
$497M
|
|
|
Feb 14, 2023
Q4 2022
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
2.18KNew |
$406K - $473K
|
2.18K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
80New |
$14.9K - $17.4K
|
80
$22.1K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.09% |
$187 - $217
|
1.12K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.56KClosed |
$850K - $990K
|
0
$0
|
|