Wells Financial Advisors Inc Vanguard Mid Cap Growth Index Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 2025
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,341 shares of VOT stock, worth $395,849. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,341
Previous 1,356
1.11%
Holding current value
$395,849
Previous $385,000
2.08%
% of portfolio
0.54%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
1,125Shares Held
40.1MCall Options Held
18KPut Options Held
7.8K-
Axiom Advisory, LLC San Diego, CA3.1MShares$915 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.86MShares$843 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$726 Million1.68% of portfolio
-
Royal Bank Of Canada Toronto, A62.11MShares$622 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2MShares$591 Million0.04% of portfolio