Compass Planning Associates Inc Vanguard Mid Cap ETF Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,173 shares of VO stock, worth $635,732. This represents 0.59% of its overall portfolio holdings.
Number of Shares
2,173
              Previous 1,365
              
        
           59.19%
        
      
          
        Holding current value
$635,732
            Previous $382 Million
            
        
           67.03%
        
      
          
        % of portfolio
0.59%
            Previous 0.35%
          
        Shares
	  4 transactions
	
  Others Institutions Holding VO
# of Institutions
2,457Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K- 
    
      Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
- 
    
      Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
- 
    
      Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
- 
    
      Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio