Mosaic Family Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Mosaic Family Wealth Partners, LLC
- $785 Billion
- Q2 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 19,440 shares of VOT stock, worth $5.74 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
19,440
Previous 19,436
0.02%
Holding current value
$5.74 Million
Previous $4.75 Billion
16.27%
% of portfolio
0.7%
Previous 0.68%
Shares
11 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