Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History
Shira Ridge Wealth Management
- $219 Billion
- Q2 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 15,824 shares of VOT stock, worth $4.68 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
15,824
Previous 15,747
0.49%
Holding current value
$4.68 Million
Previous $3.85 Billion
16.82%
% of portfolio
2.06%
Previous 1.92%
Shares
11 transactions
Others Institutions Holding VOT
# of Institutions
1,123Shares Held
40MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$918 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$845 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$727 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$624 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$592 Million0.04% of portfolio