Regent Peak Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Regent Peak Wealth Advisors LLC
- $507 Million
- Q4 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,223 shares of VO stock, worth $350,915. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,223
Previous 1,222
0.08%
Holding current value
$350,915
Previous $358,000
2.23%
% of portfolio
0.07%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding VO
# of Institutions
2,522Shares Held
221MCall 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