Balanced Rock Investment Advisor Vanguard Mid Cap ETF Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 5,295 shares of VO stock, worth $1.52 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
5,295
Previous 4,998
5.94%
Holding current value
$1.52 Million
Previous $1.4 Billion
11.21%
% of portfolio
1.14%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,509Shares 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