Forum Private Client Group LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Forum Private Client Group LLC holds 2,226 shares of VOE stock, worth $390,128. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,226
Previous 2,219
0.32%
Holding current value
$390,128
Previous $356 Million
2.76%
% of portfolio
0.14%
Previous 0.15%
Shares
12 transactions
Others Institutions Holding VOE
# of Institutions
1,247Shares Held
70.8MCall Options Held
39.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$808 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$747 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$724 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$536 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$480 Million0.09% of portfolio