Wealthquest Corp Vanguard Mid Cap ETF Transaction History
Wealthquest Corp
- $1.04 Billion
- Q2 2025
A detailed history of Wealthquest Corp transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 136,312 shares of VO stock, worth $39.9 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
136,312
Previous 133,627
2.01%
Holding current value
$39.9 Million
Previous $34.6 Million
10.38%
% of portfolio
3.66%
Previous 3.68%
Shares
25 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