Yoffe Investment Management, LLC Vanguard Mid Cap ETF Transaction History
Yoffe Investment Management, LLC
- $76.9 Billion
- Q3 2025
A detailed history of Yoffe Investment Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 5,345 shares of VO stock, worth $1.53 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
5,345
Previous 5,345
-0.0%
Holding current value
$1.53 Million
Previous $1.5 Billion
4.95%
% of portfolio
2.04%
Previous 2.05%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio