Ibex Wealth Advisors Vanguard Mid Cap ETF Transaction History

Ibex Wealth Advisors

$728 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$236.98 - $261.2 $95,739 - $105,524	-404 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$229.88 - $249.8 $92,871 - $100,919	404 New	404 $96,000

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

195M

Call Options Held

69.3K

Put Options Held

25.1K

Wells Fargo & Company San Francisco, CA

24M
Shares

$6.39 Billion
1.45% of portfolio
Jones Financial Companies Lllp

17.9M
Shares

$4.76 Billion
1.55% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.43 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

8.21M
Shares

$2.19 Billion
2.0% of portfolio
Morgan Stanley New York, NY

8.03M
Shares

$2.14 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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