Holos Integrated Wealth LLC Vanguard Mid Cap Growth Index Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 597 shares of VOT stock, worth $176,228. This represents 0.1% of its overall portfolio holdings.
Number of Shares
597
Previous 597
-0.0%
Holding current value
$176,228
Previous $146 Million
16.28%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,133Shares Held
40.3MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$915 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$843 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$726 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$622 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$591 Million0.04% of portfolio