Forum Financial Management, LP Vanguard Mid Cap Growth Index Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Forum Financial Management, LP holds 980 shares of VOT stock, worth $274,204. This represents 0.0% of its overall portfolio holdings.
Number of Shares
980
Previous 738
32.79%
Holding current value
$274,204
Previous $209,000
37.32%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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