Lodestone Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Lodestone Wealth Management LLC
- $222 Billion
- Q3 2025
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,331 shares of VOT stock, worth $372,413. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,331
Previous 1,109
20.02%
Holding current value
$372,413
Previous $271 Million
44.14%
% of portfolio
0.18%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
1,148Shares Held
41.3MCall 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