Clearstead Advisors, LLC Vanguard Mid Cap ETF Transaction History
Clearstead Advisors, LLC
- $5.78 Billion
- Q2 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 661,446 shares of VO stock, worth $174 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
661,446
Previous 277,646
138.23%
Holding current value
$174 Million
Previous $69.4 Million
130.84%
% of portfolio
2.77%
Previous 3.46%
Shares
29 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.07 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.21 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio