Pds Planning, Inc Vanguard Mid Cap ETF Transaction History
Pds Planning, Inc
- $1.42 Billion
- Q3 2025
A detailed history of Pds Planning, Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Pds Planning, Inc holds 223,870 shares of VO stock, worth $64.2 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
223,870
Previous 219,083
2.19%
Holding current value
$64.2 Million
Previous $61.3 Million
7.27%
% of portfolio
4.64%
Previous 4.64%
Shares
26 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares 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