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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
152+ 3.02% |
$36K - $39.7K
|
5.18K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
10+ 0.53% |
$2.37K - $2.61K
|
1.91K
$526K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-8.47KClosed |
$2.01M - $2.21M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
268+ 388.41% |
$63.5K - $70K
|
337
$92.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-922Closed |
$218K - $241K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-981Closed |
$232K - $256K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-165- 10.76% |
$39.1K - $43.1K
|
1.37K
$377K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
507New |
$120K - $132K
|
507
$139K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
8.9KNew |
$2.11M - $2.32M
|
8.9K
$2.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
515New |
$122K - $135K
|
515
$142K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-122Closed |
$28.9K - $31.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-200- 16.45% |
$47.4K - $52.2K
|
1.02K
$279K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.09KClosed |
$258K - $285K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
192New |
$45.5K - $50.2K
|
192
$52.8K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.03KClosed |
$244K - $269K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$1.83M - $2.02M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$482K - $532K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
800New |
$190K - $209K
|
800
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27Closed |
$6.4K - $7.05K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
CALL |
-1.5KClosed |
$355K - $392K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.67KClosed |
$396K - $437K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-63.1KClosed |
$15M - $16.5M
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-9- 0.76% |
$2.13K - $2.35K
|
1.18K
$325K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
209+ 0.73% |
$48K - $52.2K
|
29K
$7.97M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-20.9K- 65.96% |
$4.8M - $5.22M
|
10.8K
$2.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15Closed |
$3.45K - $3.75K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.16KClosed |
$496K - $539K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.52K+ 317.54% |
$350K - $380K
|
2K
$550K
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.6KClosed |
$598K - $650K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.12KClosed |
$258K - $280K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
18New |
$4.14K - $4.5K
|
18
$4.95K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.05KClosed |
$241K - $262K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-240Closed |
$55.2K - $60K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-201Closed |
$46.2K - $50.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-953Closed |
$219K - $238K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-9.5KClosed |
$2.18M - $2.37M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-148Closed |
$34K - $37K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-39Closed |
$8.97K - $9.74K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
82+ 1.62% |
$18.9K - $20.5K
|
5.15K
$1.42M
|
|
|
Oct 27, 2021
Q3 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.9KClosed |
$1.36M - $1.47M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-125Closed |
$28.7K - $31.2K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-290Closed |
$66.7K - $72.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-995Closed |
$229K - $249K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10New |
$2.3K - $2.5K
|
10
$2.75K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.04% |
$230 - $250
|
50
$13.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-278Closed |
$63.9K - $69.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Feb 27, 2023
Q2 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-8- 0.53% |
$1.79K - $1.91K
|
1.49K
$410K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
10New |
$2.23K - $2.38K
|
10
$2.75K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
1.2KNew |
$268K - $286K
|
1.2K
$330K
|
|
|
Aug 16, 2021
Q2 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1KClosed |
$224K - $239K
|
0
$0
|
|