Holos Integrated Wealth LLC Vanguard Mid Cap ETF Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 22,275 shares of VO stock, worth $6.39 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
22,275
Previous 27,933
20.26%
Holding current value
$6.39 Million
Previous $8 Billion
18.48%
% of portfolio
3.64%
Previous 4.71%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,510Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio