Evermay Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 32,094 shares of VO stock, worth $9.21 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
32,094
Previous 32,746
1.99%
Holding current value
$9.21 Million
Previous $9.16 Million
2.88%
% of portfolio
1.09%
Previous 1.14%
Shares
32 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares 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