Northcape Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Northcape Wealth Management, LLC
- $304 Million
- Q3 2024
A detailed history of Northcape Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 25,354 shares of VO stock, worth $6.94 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
25,354
Previous 25,313
0.16%
Holding current value
$6.94 Million
Previous $6.13 Million
9.15%
% of portfolio
2.2%
Previous 2.22%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,107Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio