Institutional & Family Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 854 shares of VO stock, worth $226,993. This represents 0.02% of its overall portfolio holdings.
Number of Shares
854
Previous 854
-0.0%
Holding current value
$226,993
Previous $213,000
3.29%
% of portfolio
0.02%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,035Shares Held
171MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.25 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio