Lodestone Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Lodestone Wealth Management LLC
- $188 Billion
- Q1 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 1,109 shares of VOT stock, worth $297,500. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,109
Previous 1,080
2.69%
Holding current value
$297,500
Previous $274 Million
0.99%
% of portfolio
0.14%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,076Shares Held
40.5MCall Options Held
17.9KPut Options Held
5.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$832 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A63.03MShares$813 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.77MShares$744 Million0.05% of portfolio
-
Assetmark, Inc2.38MShares$639 Million1.61% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$544 Million0.04% of portfolio