Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 15,582 shares of VOT stock, worth $4.36 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
15,582
Previous 15,824
1.53%
Holding current value
$4.36 Million
Previous $4.5 Billion
1.73%
% of portfolio
1.94%
Previous 2.06%
Shares
12 transactions
Others Institutions Holding VOT
# of Institutions
1,150Shares 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