Exencial Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,521 shares of VOT stock, worth $378,576. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,521
Previous 1,536
0.98%
Holding current value
$378,576
Previous $373,000
3.22%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$772 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$715 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$676 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$570 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$462 Million0.34% of portfolio