Peak Retirement Planning, Inc. Vanguard Mid Cap Growth Index Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 26,466 shares of VOT stock, worth $7.41 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
26,466
Previous 19,248
37.5%
Holding current value
$7.41 Million
Previous $5.47 Billion
42.04%
% of portfolio
2.19%
Previous 2.21%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,150Shares Held
41.3MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio