Annis Gardner Whiting Capital Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$357 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$191.65 - $213.93 $33,730 - $37,651	176 New	176 $34.3 Million

Others Institutions Holding VOT

# of Institutions

1,061

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$757 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.87M
Shares

$702 Million
0.15% of portfolio
Morgan Stanley New York, NY

2.72M
Shares

$663 Million
0.05% of portfolio
Assetmark, Inc

2.29M
Shares

$559 Million
1.59% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

1.86M
Shares

$453 Million
0.34% of portfolio

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