Northcape Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Northcape Wealth Management, LLC
- $304 Million
- Q4 2024
A detailed history of Northcape Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 25,205 shares of VO stock, worth $6.49 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
25,205
Previous 25,354
0.59%
Holding current value
$6.49 Million
Previous $6.69 Million
0.48%
% of portfolio
2.19%
Previous 2.2%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,302Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.76 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.49 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.26 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.08 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.97 Billion0.15% of portfolio