Forum Private Client Group LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Forum Private Client Group LLC holds 2,227 shares of VOE stock, worth $387,141. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,227
Previous 2,226
0.04%
Holding current value
$387,141
Previous $366 Million
6.18%
% of portfolio
0.14%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding VOE
# of Institutions
1,256Shares Held
72.9MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio