Uptown Financial Advisors LLC Vanguard Mid Cap ETF Transaction History
Uptown Financial Advisors LLC
- $117 Billion
- Q2 2025
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 31,244 shares of VO stock, worth $8.86 Million. This represents 7.49% of its overall portfolio holdings.
Number of Shares
31,244
Previous 31,551
0.97%
Holding current value
$8.86 Million
Previous $8.16 Billion
7.15%
% of portfolio
7.49%
Previous 8.33%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,393Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp21MShares$5.95 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio