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 $623,498. This represents 0.59% of its overall portfolio holdings.
Number of Shares
2,173
Previous 1,365
59.19%
Holding current value
$623,498
Previous $382 Million
67.03%
% of portfolio
0.59%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,509Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio