Avantax Planning Partners, Inc. Vanguard Mid Cap Value Index F Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 54,309 shares of VOE stock, worth $9.44 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
54,309
Previous 56,355
3.63%
Holding current value
$9.44 Million
Previous $9.27 Million
2.3%
% of portfolio
0.28%
Previous 0.3%
Shares
33 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio