Wheelhouse Advisory Group LLC Vanguard Mid Cap ETF Transaction History
Wheelhouse Advisory Group LLC
- $175 Billion
- Q1 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 37,084 shares of VO stock, worth $9.38 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
37,084
Previous 35,164
5.46%
Holding current value
$9.38 Million
Previous $9.29 Billion
3.26%
% of portfolio
5.48%
Previous 5.51%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,334Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio