Vertex Planning Partners, LLC Vanguard Mid Cap Value Index F Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
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 2,675 shares of VOE stock, worth $447,019. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,675
Previous 2,675
-0.0%
Holding current value
$447,019
Previous $417 Million
3.51%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$809 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$767 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$587 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$523 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio