Kestra Investment Management, LLC Vanguard Mid Cap ETF Transaction History
Kestra Investment Management, LLC
- $2.61 Trillion
- Q1 2025
A detailed history of Kestra Investment Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 437,275 shares of VO stock, worth $111 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
437,275
Previous 150,133
191.26%
Holding current value
$111 Million
Previous $39.7 Billion
185.18%
% of portfolio
4.34%
Previous 1.56%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,349Shares Held
195MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.06 Billion1.45% of portfolio
-
Jones Financial Companies Lllp17.9MShares$4.52 Billion1.55% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.21 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.08 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.03 Billion0.15% of portfolio