Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Mid Cap Value Index F Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$127.92 - $138.38 $15,350 - $16,605	120 New	120 $16,000
Q1 2019 Apr 08, 2019	SELL	N/A	-19 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	19 New	19 $2,000

Others Institutions Holding VOE

# of Institutions

1,105

Shares Held

68.1M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$799 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$782 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$624 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$544 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$526 Million
0.04% of portfolio

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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