True Wealth Financial Partners Vanguard Mid Cap ETF Transaction History
True Wealth Financial Partners
- $194 Million
- Q3 2025
A detailed history of True Wealth Financial Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 34,279 shares of VO stock, worth $9.84 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
34,279
Previous 49,456
30.69%
Holding current value
$9.84 Million
Previous $13.8 Million
27.24%
% of portfolio
5.19%
Previous 7.72%
Shares
16 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