Litman Gregory Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Litman Gregory Wealth Management LLC
- $1.33 Billion
- Q3 2025
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 108,967 shares of VO stock, worth $31.3 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
108,967
Previous 104,595
4.18%
Holding current value
$31.3 Million
Previous $29.3 Million
9.36%
% of portfolio
2.4%
Previous 2.31%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares 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