Bennett Associates Wealth Management Vanguard Mid Cap ETF Transaction History
Bennett Associates Wealth Management
- $138 Billion
- Q3 2025
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 25,490 shares of VO stock, worth $7.31 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
25,490
Previous 26,469
3.7%
Holding current value
$7.31 Million
Previous $7.41 Billion
1.09%
% of portfolio
5.44%
Previous 5.7%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,509Shares 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