Ulrich Consultants & Investment Group, LLC Vanguard Mid Cap ETF Transaction History

Ulrich Consultants & Investment Group, LLC

$41.4 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$187.98 - $227.42 $13,534 - $16,374	72 Added 5.47%	1,389 $261,000
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $250,704 - $316,619	1,317 New	1,317 $259,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ulrich Consultants & Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulrich Consultants & Investment Group, LLC with notifications on news.

Account