Regent Peak Wealth Advisors LLC Vanguard S&P Mid Cap 400 Value Transaction History
Regent Peak Wealth Advisors LLC
- $509 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding IVOV
# of Institutions
170Shares Held
5.86MCall Options Held
0Put Options Held
0-
Vantagepoint Investment Advisers LLC1.04MShares$103 Million0.89% of portfolio
-
Mariner, LLC Overland Park, KS866KShares$86 Million0.12% of portfolio
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Rockland Trust CO812KShares$80.6 Million3.85% of portfolio
-
Morgan Stanley New York, NY296KShares$29.4 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC248KShares$24.6 Million0.0% of portfolio