Wellspring Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Wellspring Financial Advisors, LLC
- $957 Billion
- Q4 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 787,634 shares of VOE stock, worth $128 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
787,634
Previous 787,659
0.0%
Holding current value
$128 Million
Previous $1.52 Billion
1.97%
% of portfolio
0.16%
Previous 0.18%
Shares
20 transactions
Others Institutions Holding VOE
# of Institutions
1,198Shares Held
71.8MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$759 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$733 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$639 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$520 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$501 Million0.04% of portfolio