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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.65K+ 2.92% |
$1.89M - $2.26M
|
340K
$97.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4- 44.44% |
$783 - $936
|
5
$1.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-970- 2.82% |
$190K - $227K
|
33.4K
$9.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
43+ 8.24% |
$8.41K - $10.1K
|
565
$162K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
863New |
$169K - $202K
|
863
$248K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.31% |
$3.13K - $3.74K
|
5.17K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
992New |
$194K - $232K
|
992
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
49+ 1.32% |
$9.59K - $11.5K
|
3.76K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
890New |
$174K - $208K
|
890
$255K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$210K - $251K
|
1.07K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-100- 9.43% |
$19.6K - $23.4K
|
961
$276K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-458- 32.83% |
$89.6K - $107K
|
937
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23New |
$4.5K - $5.38K
|
23
$6.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
161+ 7.51% |
$31.5K - $37.7K
|
2.31K
$661K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
943New |
$185K - $221K
|
943
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
873New |
$171K - $204K
|
873
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1K+ 4.22% |
$196K - $234K
|
24.7K
$7.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.22KNew |
$239K - $286K
|
1.22K
$351K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.27% |
$1.57K - $1.87K
|
2.97K
$852K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.18KNew |
$621K - $743K
|
3.18K
$911K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
44+ 1.54% |
$8.61K - $10.3K
|
2.91K
$835K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
1.06KNew |
$207K - $247K
|
1.06K
$303K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-223- 1.02% |
$43.6K - $52.2K
|
21.7K
$6.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-20- 1.13% |
$3.91K - $4.68K
|
1.74K
$500K
|
|
| Q3 2023 | |||||||
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
18+ 1.39% |
$3.72K - $4.11K
|
1.32K
$378K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.42KClosed |
$293K - $324K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 10.0% |
$2.07K - $2.28K
|
110
$31.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-115- 52.51% |
$23.8K - $26.2K
|
104
$29.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.06% |
$2.48K - $2.74K
|
19.4K
$5.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
552New |
$114K - $126K
|
552
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-85- 5.43% |
$17.6K - $19.4K
|
1.48K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-189- 2.45% |
$39K - $43.1K
|
7.54K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
133+ 12.17% |
$27.5K - $30.4K
|
1.23K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-302- 55.31% |
$62.4K - $68.9K
|
244
$70K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-200- 2.67% |
$41.3K - $45.6K
|
7.28K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-791- 10.07% |
$163K - $181K
|
7.07K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-823- 41.38% |
$170K - $188K
|
1.17K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.41% |
$826 - $913
|
968
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50+ 100.0% |
$10.3K - $11.4K
|
100
$28.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
6+ 16.22% |
$1.24K - $1.37K
|
43
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-800KClosed |
$165M - $183M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.15KNew |
$445K - $492K
|
2.15K
$618K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-111- 7.95% |
$22.9K - $25.3K
|
1.29K
$369K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-91- 2.24% |
$18.8K - $20.8K
|
3.97K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
2.2KNew |
$455K - $502K
|
2.2K
$631K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-45- 2.88% |
$9.3K - $10.3K
|
1.52K
$435K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-19- 7.34% |
$3.93K - $4.34K
|
240
$68.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2K- 30.38% |
$414K - $457K
|
4.59K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.46KNew |
$921K - $1.02M
|
4.46K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-76.2K- 13.86% |
$15.7M - $17.4M
|
473K
$136M
|
|