Edmonds Duncan Registered Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 2024

A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 54,521 shares of VOT stock, worth $16 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

54,521

Previous 51,377 6.12%

Holding current value

$16 Million

Previous $11.8 Million 12.55%

% of portfolio

2.97%

Previous 2.88%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$218.05 - $243.47 $685,549 - $765,469	3,144 Added 6.12%	54,521 $13.3 Million
Q2 2024 Jul 16, 2024	SELL	$218.75 - $234.97 $759,718 - $816,050	-3,473 Reduced 6.33%	51,377 $11.8 Million
Q1 2024 Apr 18, 2024	BUY	$212.21 - $235.79 $75,971 - $84,412	358 Added 0.66%	54,850 $12.9 Million
Q4 2023 Jan 11, 2024	SELL	$180.9 - $221.2 $69,827 - $85,383	-386 Reduced 0.7%	54,492 $12 Million
Q3 2023 Oct 16, 2023	BUY	$191.65 - $213.93 $912,637 - $1.02 Million	4,762 Added 9.5%	54,878 $10.7 Million
Q2 2023 Jul 06, 2023	BUY	$186.22 - $205.77 $328,864 - $363,389	1,766 Added 3.65%	50,116 $10.3 Million
Q1 2023 Apr 12, 2023	BUY	$177.43 - $203.61 $87,295 - $100,176	492 Added 1.03%	48,350 $9.42 Million
Q4 2022 Jan 20, 2023	SELL	$165.84 - $193.83 $286,405 - $334,744	-1,727 Reduced 3.48%	47,858 $0
Q3 2022 Oct 14, 2022	BUY	$170.12 - $208.72 $234,765 - $288,033	1,380 Added 2.86%	49,585 $8.46 Million
Q2 2022 Jul 20, 2022	BUY	$167.96 - $227.2 $430,481 - $582,313	2,563 Added 5.62%	48,205 $8.45 Million
Q1 2022 Apr 12, 2022	BUY	$199.76 - $251.37 $213,343 - $268,463	1,068 Added 2.4%	45,642 $10.2 Million
Q4 2021 Jan 27, 2022	BUY	$234.3 - $265.79 $290,297 - $329,313	1,239 Added 2.86%	44,574 $9.93 Million
Q3 2021 Oct 19, 2021	BUY	$230.42 - $251.05 $420,516 - $458,166	1,825 Added 4.4%	43,335 $10.2 Million
Q2 2021 Jul 27, 2021	BUY	$210.91 - $237.31 $267,433 - $300,909	1,268 Added 3.15%	41,510 $9.81 Million
Q1 2021 May 06, 2021	SELL	$204.75 - $230.34 $6,347 - $7,140	-31 Reduced 0.08%	40,242 $8.64 Million
Q4 2020 Feb 19, 2021	BUY	$178.76 - $215.29 $4.87 Million - $5.86 Million	27,234 Added 208.87%	40,273 $9.11 Million
Q3 2020 Nov 04, 2020	BUY	$166.29 - $188.98 $40,075 - $45,544	241 Added 1.88%	13,039 $2.35 Million
Q2 2020 Jul 31, 2020	BUY	$120.77 - $169.89 $83,935 - $118,073	695 Added 5.74%	12,798 $2.11 Million
Q1 2020 Apr 07, 2020	BUY	$108.51 - $170.49 $1.31 Million - $2.06 Million	12,103 New	12,103 $1.53 Million

Others Institutions Holding VOT

# of Institutions

1,102

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Edmonds Duncan Registered Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History