Heritage Trust CO Vanguard Mid Cap ETF Transaction History

Heritage Trust CO

$911 Million
Q3 2025

A detailed history of Heritage Trust CO transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heritage Trust CO holds 859 shares of VO stock, worth $246,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares

859

Holding current value

$246,472

% of portfolio

0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$279.83 - $293.74 $240,373 - $252,322	859 New	859 $252,000
Q4 2019 Feb 11, 2020	SELL	$162.13 - $178.73 $792,167 - $873,274	-4,886 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$166.82 - $169.81 $18,850 - $19,188	-113 Reduced 2.26%	4,886 $819,000
Q1 2019 May 15, 2019	BUY	N/A	4,897 Added 4800.98%	4,999 $804,000
Q3 2017 Nov 14, 2017	BUY	N/A	102	102 $15,000

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

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

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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