Brass Tax Wealth Management, Inc Vanguard Mid Cap ETF Transaction History

Brass Tax Wealth Management, Inc

$278 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$225.86 - $249.86 $533,481 - $590,169	2,362 New	2,362 $590 Million

Others Institutions Holding VO

# of Institutions

2,051

Shares Held

172M

Call Options Held

62.2K

Put Options Held

110K

Wells Fargo & Company San Francisco, CA

23.1M
Shares

$6.39 Billion
1.37% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$4.43 Billion
0.35% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$4.01 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.26 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$2.02 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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