Forum Private Client Group LLC Vanguard Mid Cap ETF Transaction History
Forum Private Client Group LLC
- $281 Billion
- Q3 2025
A detailed history of Forum Private Client Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 35,898 shares of VO stock, worth $10.3 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
35,898
Previous 31,273
14.79%
Holding current value
$10.3 Million
Previous $8.75 Billion
20.5%
% of portfolio
3.76%
Previous 3.37%
Shares
14 transactions
Others Institutions Holding VO
# of Institutions
2,508Shares 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