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 $417,514. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,521
Previous 1,536
0.98%
Holding current value
$417,514
Previous $373,000
3.22%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,021Shares Held
41.2MCall Options Held
24.8KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$851 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$756 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$668 Million0.04% of portfolio
-
Assetmark, Inc2.29MShares$628 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$510 Million0.34% of portfolio