Vertex Planning Partners, LLC Vanguard Mid Cap Value Index F Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,663 shares of VOE stock, worth $447,277. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,663
Previous 2,663
-0.0%
Holding current value
$447,277
Previous $428 Million
2.44%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,241Shares Held
70.6MCall Options Held
39.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$774 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$716 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$694 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$513 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$460 Million0.09% of portfolio