Mosaic Family Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
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 18,881 shares of VOT stock, worth $5.08 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,881
Previous 19,057
0.92%
Holding current value
$5.08 Million
Previous $4.37 Billion
5.08%
% of portfolio
0.68%
Previous 0.7%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
999Shares Held
40.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$834 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$740 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$654 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$588 Million1.53% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$499 Million0.34% of portfolio