Compass Advisory Group LLC Vanguard Mid Cap ETF Transaction History
Compass Advisory Group LLC
- $234 Million
- Q2 2025
A detailed history of Compass Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Compass Advisory Group LLC holds 1,120 shares of VO stock, worth $330,635. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,120
Previous 1,746
35.85%
Holding current value
$330,635
Previous $451,000
30.6%
% of portfolio
0.13%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,427Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.32 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.19 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.09 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.48 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.37 Billion0.15% of portfolio