Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History
Shira Ridge Wealth Management
- $219 Billion
- Q2 2025
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 15,824 shares of VOT stock, worth $4.5 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
15,824
Previous 15,747
0.49%
Holding current value
$4.5 Million
Previous $3.85 Billion
16.82%
% of portfolio
2.06%
Previous 1.92%
Shares
11 transactions
Others Institutions Holding VOT
# of Institutions
1,110Shares Held
40.5MCall Options Held
17.9KPut Options Held
5.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$882 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A63.03MShares$862 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.77MShares$789 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$699 Million1.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$577 Million0.04% of portfolio