Clearstead Advisors, LLC Vanguard Mid Cap ETF Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 675,614 shares of VO stock, worth $182 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
675,614
Previous 661,446
2.14%
Holding current value
$182 Million
Previous $160 Million
11.31%
% of portfolio
2.83%
Previous 2.77%
Shares
30 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio