Cassaday & CO Wealth Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Cassaday & CO Wealth Management LLC

$2.82 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$80.26 - $183.76 $411,171 - $941,402	5,123 New	5,123 $433,000

Others Institutions Holding IVOO

# of Institutions

247

Shares Held

8.95M

Call Options Held

5.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.12M
Shares

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$87.9 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$53.9 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.4 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
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