Icon Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Icon Wealth Advisors, LLC

$1.33 Billion
Q2 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 391 shares of VOT stock, worth $114,993. This represents 0.01% of its overall portfolio holdings.

Number of Shares

391

Holding current value

$114,993

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$216.28 - $284.39 $84,565 - $111,196	391 New	391 $111,000

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$912 Million
6.91% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$840 Million
0.05% of portfolio
Assetmark, Inc

2.46M
Shares

$723 Million
1.68% of portfolio
Royal Bank Of Canada Toronto, A6

2.11M
Shares

$620 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2M
Shares

$589 Million
0.04% of portfolio

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

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Icon Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History