Vance Wealth, Inc. Vanguard Mid Cap Growth Index Transaction History

Vance Wealth, Inc.

$287 Million
Q2 2025

A detailed history of Vance Wealth, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Vance Wealth, Inc. holds 2,393 shares of VOT stock, worth $710,984. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,393

Holding current value

$710,984

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$216.28 - $284.39 $517,558 - $680,545	2,393 New	2,393 $680,000

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$921 Million
6.91% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$849 Million
0.05% of portfolio
Assetmark, Inc

2.46M
Shares

$730 Million
1.68% of portfolio
Royal Bank Of Canada Toronto, A6

2.11M
Shares

$626 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2M
Shares

$595 Million
0.04% of portfolio

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

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