Mosaic Family Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History
Mosaic Family Wealth Partners, LLC
- $704 Billion
- Q1 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 39,200 shares of VOE stock, worth $6.37 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
39,200
Previous 38,080
2.94%
Holding current value
$6.37 Million
Previous $6.16 Billion
2.16%
% of portfolio
0.89%
Previous 0.89%
Shares
10 transactions
Others Institutions Holding VOE
# of Institutions
1,204Shares Held
70.6MCall Options Held
42.8KPut Options Held
1.3K-
Morgan Stanley New York, NY4.57MShares$743 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$697 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$667 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$530 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$501 Million0.04% of portfolio