Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

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 1,766 shares of VOT stock, worth $502,374. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,766

Previous 1,896 6.86%

Holding current value

$502,374

Previous $464 Million 8.28%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$216.28 - $284.39 $28,116 - $36,970	-130 Reduced 6.86%	1,766 $502 Million
Q1 2025 May 14, 2025	SELL	$237.72 - $276.98 $27,813 - $32,406	-117 Reduced 5.81%	1,896 $464 Million
Q1 2024 May 13, 2024	SELL	$212.21 - $235.79 $5,305 - $5,894	-25 Reduced 1.23%	2,013 $475 Million
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $90,450 - $110,600	500 Added 32.51%	2,038 $447 Million
Q1 2023 May 16, 2023	BUY	$177.43 - $203.61 $23,065 - $26,469	130 Added 9.23%	1,538 $300 Million
Q4 2022 Feb 06, 2023	BUY	$165.84 - $193.83 $233,502 - $272,912	1,408 New	1,408 $253 Million

Others Institutions Holding VOT

# of Institutions

1,118

Shares Held

40M

Call Options Held

18K

Put Options Held

7.8K

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About VANGUARD MID-CAP GROWTH INDEX

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Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History