Vertex Planning Partners, LLC Vanguard Mid Cap ETF Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,635 shares of VO stock, worth $469,130. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,635
Previous 1,635
-0.0%
Holding current value
$469,130
Previous $458 Million
4.97%
% of portfolio
0.09%
Previous 0.1%
Shares
4 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