Lodestone Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,577 shares of VOE stock, worth $274,145. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,577
Previous 1,513
4.23%
Holding current value
$274,145
Previous $264 Million
5.89%
% of portfolio
0.11%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding VOE
# of Institutions
1,275Shares Held
73.3MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.52MShares$787 Million1.66% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio