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 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
17New |
$3.99K - $4.23K
|
17
$4.88K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
879New |
$207K - $219K
|
879
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
415New |
$97.5K - $103K
|
415
$119K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.08KNew |
$254K - $269K
|
1.08K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.02% |
$235 - $249
|
6.08K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.41KNew |
$332K - $351K
|
1.41K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
240New |
$56.4K - $59.8K
|
240
$68.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-254- 14.89% |
$59.7K - $63.2K
|
1.45K
$417K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-52- 34.21% |
$12.2K - $12.9K
|
100
$28.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.15K+ 489.95% |
$504K - $534K
|
2.58K
$741K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
960New |
$226K - $239K
|
960
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
868New |
$204K - $216K
|
868
$249K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
205New |
$48.2K - $51K
|
205
$58.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$33.1K - $35.1K
|
141
$40.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
90+ 3.71% |
$21.1K - $22.4K
|
2.52K
$722K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-27- 2.72% |
$6.34K - $6.72K
|
965
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.36% |
$1.41K - $1.49K
|
1.7K
$487K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
208New |
$48.9K - $51.8K
|
208
$59.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-300- 15.79% |
$70.5K - $74.7K
|
1.6K
$459K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-55- 3.38% |
$12.9K - $13.7K
|
1.57K
$451K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
726New |
$171K - $181K
|
726
$208K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
77+ 7.53% |
$18.1K - $19.2K
|
1.1K
$316K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-276- 0.72% |
$64.9K - $68.7K
|
37.9K
$10.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$310K - $328K
|
1.32K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-76- 11.28% |
$17.9K - $18.9K
|
598
$172K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-910- 47.89% |
$214K - $227K
|
990
$284K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
54New |
$12.7K - $13.4K
|
54
$15.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-101- 6.31% |
$23.7K - $25.1K
|
1.5K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
SELL
|
- |
-173- 4.59% |
$40.7K - $43.1K
|
3.59K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-4- 0.39% |
$940 - $996
|
1.01K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.64K- 86.36% |
$1.33M - $1.4M
|
891
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
31New |
$7.28K - $7.72K
|
31
$8.89K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
380New |
$89.3K - $94.6K
|
380
$109K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
20New |
$4.7K - $4.98K
|
20
$5.74K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 7.69% |
$3.52K - $3.73K
|
180
$51.6K
|
|
| Q1 2024 | |||||||
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
418New |
$94.4K - $104K
|
418
$120K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23Closed |
$5.19K - $5.75K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-456- 13.82% |
$103K - $114K
|
2.84K
$816K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-80- 51.61% |
$18.1K - $20K
|
75
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
14.9KNew |
$3.37M - $3.72M
|
14.9K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.48KNew |
$334K - $369K
|
1.48K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
286+ 1.37% |
$64.6K - $71.5K
|
21.2K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-41- 18.72% |
$9.26K - $10.2K
|
178
$51.1K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$1.36K - $1.5K
|
6
$1.72K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2KNew |
$2.52M - $2.79M
|
11.2K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.65K- 35.22% |
$1.05M - $1.16M
|
8.54K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.2KNew |
$3.65M - $4.04M
|
16.2K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
50.3KNew |
$11.4M - $12.6M
|
50.3K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-114- 20.36% |
$25.7K - $28.5K
|
446
$128K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-21- 2.04% |
$4.74K - $5.25K
|
1.01K
$289K
|
|