Waller Financial Planning Group, Inc Vanguard Mid Cap Growth Index Transaction History
Waller Financial Planning Group, Inc
- $412 Million
- Q2 2025
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 3,918 shares of VOT stock, worth $1.11 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,918
Previous 3,838
2.08%
Holding current value
$1.11 Million
Previous $936,000
18.16%
% of portfolio
0.27%
Previous 0.26%
Shares
25 transactions
Others Institutions Holding VOT
# of Institutions
1,118Shares Held
40MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$882 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$813 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$699 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$600 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$569 Million0.04% of portfolio