Carret Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Carret Asset Management, LLC
- $996 Million
- Q3 2025
A detailed history of Carret Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Carret Asset Management, LLC holds 771 shares of VO stock, worth $221,223. This represents 0.02% of its overall portfolio holdings.
Number of Shares
771
Previous 771
-0.0%
Holding current value
$221,223
Previous $215,000
5.12%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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