Beacon Financial Planning, Inc Vanguard Mid Cap Growth Index Transaction History
Beacon Financial Planning, Inc
- $193 Billion
- Q3 2025
A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,994 shares of VOT stock, worth $1.12 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
3,994
Previous 3,990
0.1%
Holding current value
$1.12 Million
Previous $1.13 Billion
3.42%
% of portfolio
0.61%
Previous 0.63%
Shares
10 transactions
Others Institutions Holding VOT
# of Institutions
1,149Shares Held
41.4MCall 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