Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 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 $549,086. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,013
Previous 2,013
-0.0%
Holding current value
$549,086
Previous $490 Million
4.22%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,049Shares Held
42.2MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$846 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$784 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$624 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio