Advisor Os, LLC Vanguard Mid Cap Growth Index Transaction History

Advisor Os, LLC

$878 Million
Q1 2025

A detailed history of Advisor Os, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Advisor Os, LLC holds 2,292 shares of VOT stock, worth $570,478. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,292

Holding current value

$570,478

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$237.72 - $276.98 $544,854 - $634,838	2,292 New	2,292 $560,000

Others Institutions Holding VOT

# of Institutions

1,069

Shares Held

40.1M

Call Options Held

16.8K

Put Options Held

2.7K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$772 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.87M
Shares

$715 Million
0.15% of portfolio
Morgan Stanley New York, NY

2.72M
Shares

$676 Million
0.05% of portfolio
Assetmark, Inc

2.38M
Shares

$593 Million
1.61% of portfolio
Bank Of America Corp Charlotte, NC

1.76M
Shares

$439 Million
0.04% of portfolio

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Os, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Os, LLC with notifications on news.

Account