Clarity Financial LLC Vanguard Mid Cap ETF Transaction History

Clarity Financial LLC

$1.08 Trillion
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$279.83 - $293.74 $205,115 - $215,311	733 New	733 $215 Million
Q4 2024 Jan 23, 2025	BUY	$261.5 - $284.63 $258,100 - $280,929	987 New	987 $261 Million

Others Institutions Holding VO

# of Institutions

2,525

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

Wells Fargo & Company San Francisco, CA

26.2M
Shares

$7.52 Billion
1.52% of portfolio
Jones Financial Companies Lllp

23M
Shares

$6.6 Billion
4.64% of portfolio
Bank Of America Corp Charlotte, NC

17.5M
Shares

$5.01 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.33M
Shares

$2.39 Billion
1.9% of portfolio
Morgan Stanley New York, NY

8.23M
Shares

$2.36 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
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