Kestra Investment Management, LLC Vanguard Mid Cap ETF Transaction History
Kestra Investment Management, LLC
- $3.73 Trillion
- Q3 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 542,447 shares of VO stock, worth $156 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
542,447
Previous 486,809
11.43%
Holding current value
$156 Million
Previous $136 Billion
17.38%
% of portfolio
4.29%
Previous 4.13%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,509Shares 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