Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,013 shares of VOT stock, worth $519,031. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,013
Previous 2,013
-0.0%
Holding current value
$519,031
Previous $462 Million
6.06%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
978Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$800 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$710 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$628 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$564 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$471 Million0.04% of portfolio