Waypoint Wealth Counsel Vanguard Mid Cap ETF Transaction History
Waypoint Wealth Counsel
- $253 Billion
- Q3 2025
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 6,269 shares of VO stock, worth $1.8 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
6,269
Previous 6,279
0.16%
Holding current value
$1.8 Million
Previous $1.76 Billion
4.81%
% of portfolio
0.73%
Previous 0.87%
Shares
12 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