Exencial Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
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 840 shares of VOT stock, worth $235,032. This represents 0.01% of its overall portfolio holdings.
Number of Shares
840
Previous 1,544
45.6%
Holding current value
$235,032
Previous $439,000
43.96%
% of portfolio
0.01%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
1,150Shares 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