Waypoint Wealth Counsel Vanguard Mid Cap ETF Transaction History
Waypoint Wealth Counsel
- $202 Billion
- Q2 2025
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 6,279 shares of VO stock, worth $1.84 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
6,279
Previous 6,473
3.0%
Holding current value
$1.84 Million
Previous $1.67 Billion
4.95%
% of portfolio
0.87%
Previous 1.05%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,434Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio