Steward Financial Group LLC Vanguard Mid Cap ETF Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	SELL	$219.86 - $253.39 $3,297 - $3,800	-15 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$236.98 - $261.2 $3,554 - $3,918	15 New	15 $3,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$5.95 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.29 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.86 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.18 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.97 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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