Bennett Associates Wealth Management Vanguard Mid Cap ETF Transaction History
Bennett Associates Wealth Management
- $121 Billion
- Q1 2025
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 37,522 shares of VO stock, worth $9.25 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
37,522
Previous 38,640
2.89%
Holding current value
$9.25 Million
Previous $10.2 Billion
4.92%
% of portfolio
8.0%
Previous 8.47%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,323Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.52 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.3 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.08 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio