Mount Yale Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 35,056 shares of VO stock, worth $10.1 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
35,056
Previous 324
10719.75%
Holding current value
$10.1 Million
Previous $90,000
11341.11%
% of portfolio
0.75%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,513Shares 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