Wealthspire Advisors, LLC Vanguard Mid Cap ETF Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 557,214 shares of VO stock, worth $148 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
557,214
Previous 551,127
1.1%
Holding current value
$148 Million
Previous $145 Million
1.22%
% of portfolio
1.48%
Previous 1.5%
Shares
22 transactions
Others Institutions Holding VO
# of Institutions
2,295Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.95 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.64 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.4 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.15 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.04 Billion0.15% of portfolio