Truepoint, Inc. Vanguard Mid Cap Growth Index Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Truepoint, Inc. holds 1,021,951 shares of VOT stock, worth $266 Million. This represents 6.81% of its overall portfolio holdings.

Number of Shares

1,021,951

Previous 1,009,537 1.23%

Holding current value

$266 Million

Previous $232 Million 7.36%

% of portfolio

6.81%

Previous 6.73%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$218.05 - $243.47 $2.71 Million - $3.02 Million	12,414 Added 1.23%	1,021,951 $249 Million
Q2 2024 Aug 05, 2024	SELL	$218.75 - $234.97 $2.32 Million - $2.49 Million	-10,598 Reduced 1.04%	1,009,537 $232 Million
Q1 2024 May 09, 2024	SELL	$212.21 - $235.79 $1.21 Million - $1.35 Million	-5,710 Reduced 0.56%	1,020,135 $241 Million
Q4 2023 Feb 12, 2024	SELL	$180.9 - $221.2 $175,111 - $214,121	-968 Reduced 0.09%	1,025,845 $225 Million
Q3 2023 Nov 09, 2023	BUY	$191.65 - $213.93 $1.3 Million - $1.45 Million	6,783 Added 0.66%	1,026,813 $200 Million
Q2 2023 Aug 08, 2023	SELL	$186.22 - $205.77 $114,897 - $126,960	-617 Reduced 0.06%	1,020,030 $210 Million
Q1 2023 May 08, 2023	SELL	$177.43 - $203.61 $1.49 Million - $1.71 Million	-8,400 Reduced 0.82%	1,020,647 $199 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $7.69 Million - $8.99 Million	46,378 Added 4.72%	1,029,047 $185 Million
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $5.8 Million - $7.11 Million	34,080 Added 3.59%	982,669 $168 Million
Q2 2022 Aug 08, 2022	BUY	$167.96 - $227.2 $17.1 Million - $23.2 Million	102,081 Added 12.06%	948,589 $166 Million
Q1 2022 May 11, 2022	BUY	$199.76 - $251.37 $6.3 Million - $7.93 Million	31,550 Added 3.87%	846,508 $189 Million
Q4 2021 Feb 02, 2022	BUY	$234.3 - $265.79 $809,740 - $918,570	3,456 Added 0.43%	814,958 $208 Million
Q3 2021 Oct 28, 2021	BUY	$230.42 - $251.05 $11.3 Million - $12.3 Million	49,183 Added 6.45%	811,502 $192 Million
Q2 2021 Aug 04, 2021	BUY	$210.91 - $237.31 $7.34 Million - $8.26 Million	34,803 Added 4.78%	762,319 $180 Million
Q1 2021 Apr 30, 2021	BUY	$204.75 - $230.34 $1.44 Million - $1.62 Million	7,050 Added 0.98%	727,516 $156 Million
Q4 2020 Feb 02, 2021	SELL	$178.76 - $215.29 $5.92 Million - $7.13 Million	-33,112 Reduced 4.39%	720,466 $153 Million
Q3 2020 Nov 09, 2020	SELL	$166.29 - $188.98 $4.04 Million - $4.59 Million	-24,298 Reduced 3.12%	753,578 $136 Million
Q2 2020 Aug 07, 2020	SELL	$120.77 - $169.89 $10.6 Million - $14.9 Million	-87,428 Reduced 10.1%	777,876 $128 Million
Q1 2020 May 13, 2020	SELL	$108.51 - $170.49 $5.15 Million - $8.09 Million	-47,472 Reduced 5.2%	865,304 $0
Q4 2019 Jan 27, 2020	SELL	$144.1 - $159.03 $940,973 - $1.04 Million	-6,530 Reduced 0.71%	912,776 $145 Million
Q3 2019 Nov 07, 2019	BUY	$147.12 - $150.91 $251,575 - $258,056	1,710 Added 0.19%	919,306 $136 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-3,248 Reduced 0.35%	917,596 $137 Million
Q1 2019 May 15, 2019	SELL	N/A	-14,727 Reduced 1.57%	920,844 $131 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-10,859 Reduced 1.15%	935,571 $112 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-10,748 Reduced 1.12%	946,430 $135 Million
Q2 2018 Aug 09, 2018	BUY	N/A	832,717 Added 669.06%	957,178 $129 Million
Q1 2018 May 08, 2018	SELL	N/A	-831,615 Reduced 86.98%	124,461 $960 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-926 Reduced 0.1%	956,076 $122 Million
Q3 2017 Nov 21, 2017	SELL	N/A	-115,557,971 Reduced 99.18%	957,002 $117 Million
Q3 2017 Nov 17, 2017	BUY	N/A	116,514,973	116,514,973 $117 Million

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account