Copia Wealth Management Vanguard Mid Cap Growth Index Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Copia Wealth Management holds 1,444 shares of VOT stock, worth $404,031. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,444
Previous 1,444
-0.0%
Holding current value
$404,031
Previous $411 Million
3.31%
% of portfolio
0.32%
Previous 0.35%
Shares
2 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