Beacon Pointe Advisors, LLC Vanguard Mid Cap ETF Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 636,806 shares of VO stock, worth $154 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
636,806
Previous 584,649
8.92%
Holding current value
$154 Million
Previous $136 Million
16.98%
% of portfolio
1.79%
Previous 1.64%
Shares
21 transactions
Others Institutions Holding VO
# of Institutions
1,958Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio