Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 5,093 shares of VOT stock, worth $1.43 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
5,093
Previous 15,582
67.31%
Holding current value
$1.43 Million
Previous $4.58 Billion
68.94%
% of portfolio
0.57%
Previous 1.94%
Shares
13 transactions
Others Institutions Holding VOT
# of Institutions
1,161Shares Held
41.8MCall 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, Inc2.22MShares$621 Million1.31% 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