Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,013 shares of VOT stock, worth $491,695. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,013
Previous 2,013
-0.0%
Holding current value
$491,695
Previous $475 Million
2.64%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
922Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$681 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$597 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$578 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$508 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$441 Million0.04% of portfolio