Wheelhouse Advisory Group LLC Vanguard Mid Cap ETF Transaction History
Wheelhouse Advisory Group LLC
- $232 Billion
- Q3 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 41,025 shares of VO stock, worth $11.8 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
41,025
Previous 38,498
6.56%
Holding current value
$11.8 Million
Previous $10.8 Billion
11.86%
% of portfolio
5.19%
Previous 5.31%
Shares
8 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