Forum Private Client Group LLC Vanguard Mid Cap ETF Transaction History
Forum Private Client Group LLC
- $259 Billion
- Q2 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 31,273 shares of VO stock, worth $9.23 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
31,273
Previous 27,223
14.88%
Holding current value
$9.23 Million
Previous $7.04 Billion
24.3%
% of portfolio
3.37%
Previous 3.06%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,427Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.32 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.19 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.09 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.48 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.37 Billion0.15% of portfolio