Gradient Capital Advisors, LLC Vanguard Mid Cap ETF Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 15,120 shares of VO stock, worth $4.38 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
15,120
Previous 15,109
0.07%
Holding current value
$4.38 Million
Previous $3.91 Million
8.29%
% of portfolio
1.28%
Previous 1.31%
Shares
31 transactions
Others Institutions Holding VO
# of Institutions
2,384Shares Held
202MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.94 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.32 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.82 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.38 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.33 Billion0.15% of portfolio