Joel Isaacson & Co., LLC Vanguard Mid Cap ETF Transaction History
Joel Isaacson & Co., LLC
- $2.17 Billion
- Q1 2025
A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 398,363 shares of VO stock, worth $108 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
398,363
Previous 381,640
4.38%
Holding current value
$108 Million
Previous $101 Million
2.2%
% of portfolio
4.74%
Previous 4.62%
Shares
31 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio