Mosaic Family Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 18,765 shares of VOT stock, worth $4.88 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
18,765
Previous 18,881
0.61%
Holding current value
$4.88 Million
Previous $4.6 Billion
3.59%
% of portfolio
0.69%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
1,054Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$806 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$747 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$706 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$595 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$483 Million0.34% of portfolio