Kovitz Investment Group Partners, LLC Vanguard Mid Cap ETF Transaction History
Kovitz Investment Group Partners, LLC
- $6.71 Billion
- Q1 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 26,041 shares of VO stock, worth $6.29 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
26,041
Previous 23,822
9.31%
Holding current value
$6.29 Million
Previous $5.54 Million
17.42%
% of portfolio
0.1%
Previous 0.11%
Shares
18 transactions
Others Institutions Holding VO
# of Institutions
1,960Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio