Elser Financial Planning, Inc Vanguard Mid Cap ETF Transaction History

Elser Financial Planning, Inc

$83 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$228.54 - $279.83 $168,205 - $205,954	736 New	736 $206 Million

Others Institutions Holding VO

# of Institutions

2,449

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

Wells Fargo & Company San Francisco, CA

24.8M
Shares

$7.25 Billion
1.48% of portfolio
Jones Financial Companies Lllp

21M
Shares

$6.14 Billion
4.48% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$5.05 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.41M
Shares

$2.46 Billion
2.03% of portfolio
Morgan Stanley New York, NY

8.04M
Shares

$2.35 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elser Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elser Financial Planning, Inc with notifications on news.