Carl Stuart Investment Advisor, Inc Vanguard Mid Cap Growth Index Transaction History
Carl Stuart Investment Advisor, Inc
- $154 Million
- Q1 2024
A detailed history of Carl Stuart Investment Advisor, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 11,429 shares of VOT stock, worth $2.64 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
11,429
Previous 12,451
8.21%
Holding current value
$2.64 Million
Previous $2.73 Million
1.43%
% of portfolio
1.75%
Previous 1.9%
Shares
11 transactions
Others Institutions Holding VOT
# of Institutions
913Shares Held
32.6MCall Options Held
33.1KPut Options Held
4K-
Morgan Stanley New York, NY2.34MShares$541 Million0.04% of portfolio
-
Assetmark, Inc1.98MShares$458 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.8MShares$417 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A61.48MShares$343 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.25MShares$288 Million0.07% of portfolio