Forum Financial Management, LP Vanguard Mid Cap Growth Index Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Forum Financial Management, LP holds 980 shares of VOT stock, worth $289,286. This represents 0.0% of its overall portfolio holdings.
Number of Shares
980
Previous 738
32.79%
Holding current value
$289,286
Previous $209,000
37.32%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,125Shares Held
40.1MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$915 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$843 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$726 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$622 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$591 Million0.04% of portfolio