Wealth Preservation Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 2,997 shares of VOT stock, worth $838,560. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,997
Previous 2,996
0.03%
Holding current value
$838,560
Previous $852 Million
3.31%
% of portfolio
0.51%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,149Shares Held
41.3MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio