Latest Institutional Purchases of Vanguard Mid Cap ETF (VO)
This list provides information on the latest institutional transactions involving Vanguard Mid Cap ETF (VO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
874+ 5.09% |
$229K - $249K
|
18K
$4.99M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
849New |
$222K - $242K
|
849
$235K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
849+ 7.69% |
$222K - $242K
|
11.9K
$3.29M
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
832New |
$218K - $237K
|
832
$230K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
821New |
$215K - $234K
|
821
$227K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
791+ 3.0% |
$207K - $225K
|
27.2K
$7.52M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
776+ 8.75% |
$203K - $221K
|
9.64K
$2.67M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
769+ 14.36% |
$201K - $219K
|
6.12K
$1.69M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
758+ 3.06% |
$198K - $216K
|
25.6K
$7.07M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
754+ 27.53% |
$197K - $215K
|
3.49K
$966K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
751+ 12.04% |
$196K - $214K
|
6.99K
$1.93M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
731+ 4.7% |
$191K - $208K
|
16.3K
$4.5M
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
728+ 8.36% |
$190K - $207K
|
9.43K
$2.61M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
694+ 28.0% |
$181K - $198K
|
3.17K
$878K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
693+ 6.11% |
$181K - $197K
|
12K
$3.33M
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
686+ 1.43% |
$179K - $195K
|
48.7K
$13.5M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
681+ 4.31% |
$178K - $194K
|
16.5K
$4.56M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
680+ 9.07% |
$178K - $194K
|
8.18K
$2.26M
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
664+ 6.3% |
$174K - $189K
|
11.2K
$3.1M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
620+ 8.83% |
$162K - $176K
|
7.64K
$2.11M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
619+ 1.57% |
$162K - $176K
|
40K
$11.1M
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
591+ 61.82% |
$155K - $168K
|
1.55K
$428K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
589+ 11.45% |
$154K - $168K
|
5.74K
$1.59M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
584+ 1.98% |
$153K - $166K
|
30.1K
$8.31M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
580+ 9.88% |
$152K - $165K
|
6.45K
$1.78M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
579+ 0.85% |
$151K - $165K
|
68.6K
$19M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
566+ 37.26% |
$148K - $161K
|
2.09K
$577K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
563+ 1.17% |
$147K - $160K
|
48.8K
$13.5M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
513+ 17.68% |
$134K - $146K
|
3.42K
$945K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
500New |
$131K - $142K
|
500
$138K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
499+ 3.52% |
$130K - $142K
|
14.7K
$4.06M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
491+ 6.67% |
$128K - $140K
|
7.85K
$2.17M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
485+ 2.45% |
$127K - $138K
|
20.3K
$5.6M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
471+ 4.77% |
$123K - $134K
|
10.3K
$2.86M
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
463+ 47.44% |
$121K - $132K
|
1.44K
$398K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
454+ 41.54% |
$119K - $129K
|
1.55K
$428K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
427+ 4.66% |
$112K - $122K
|
9.59K
$2.65M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
422+ 14.19% |
$110K - $120K
|
3.4K
$940K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
409+ 1.36% |
$107K - $116K
|
30.4K
$8.42M
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
401+ 3.73% |
$105K - $114K
|
11.2K
$3.09M
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
391+ 9.92% |
$102K - $111K
|
4.33K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
385+ 1.26% |
$101K - $110K
|
30.9K
$8.56M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
382New |
$99.9K - $109K
|
382
$106K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
361+ 1.02% |
$94.4K - $103K
|
35.8K
$9.9M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
346+ 1.92% |
$90.5K - $98.5K
|
18.3K
$5.08M
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
343+ 34.68% |
$89.7K - $97.6K
|
1.33K
$369K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
342+ 0.84% |
$89.4K - $97.3K
|
40.9K
$11.3M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
333+ 3.64% |
$87.1K - $94.8K
|
9.47K
$2.62M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
321+ 8.57% |
$83.9K - $91.4K
|
4.07K
$1.12M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
312+ 3.04% |
$81.6K - $88.8K
|
10.6K
$2.93M
|