Valeo Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 31,028 shares of VO stock, worth $8.9 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
31,028
Previous 65,672
52.75%
Holding current value
$8.9 Million
Previous $18.4 Million
50.4%
% of portfolio
0.21%
Previous 0.43%
Shares
34 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