Gradient Capital Advisors, LLC Vanguard Mid Cap ETF Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 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 14,964 shares of VO stock, worth $4.29 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
14,964
Previous 15,120
1.03%
Holding current value
$4.29 Million
Previous $4.23 Million
3.88%
% of portfolio
1.23%
Previous 1.28%
Shares
32 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares 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