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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$228.54 - $279.83 $4,342 - $5,316
19 Added 1.18%
1,635 $458 Million
Q1 2025

May 14, 2025

BUY
$251.87 - $277.95 $14,104 - $15,565
56 Added 3.59%
1,616 $418 Million
Q1 2023

May 16, 2023

BUY
$200.2 - $225.98 $65,064 - $73,443
325 Added 26.32%
1,560 $329 Million
Q4 2022

Feb 06, 2023

BUY
$186.57 - $217.26 $230,413 - $268,316
1,235 New
1,235 $252 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.