Optivise Advisory Services LLC Vanguard Mid Cap Value Index F Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,627 shares of VOE stock, worth $283,374. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,627
Previous 1,634
0.43%
Holding current value
$283,374
Previous $269 Million
5.69%
% of portfolio
0.17%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,246Shares Held
70.8MCall Options Held
39.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$803 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$743 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$720 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$532 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$477 Million0.09% of portfolio