Phillips Financial Management, LLC Vanguard Mid Cap Growth Index Transaction History
Phillips Financial Management, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Phillips Financial Management, LLC holds 95 shares of VOT stock, worth $26,581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 95
-0.0%
Holding current value
$26,581
Previous $27,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,161Shares Held
41.9MCall 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, Inc2.22MShares$621 Million1.31% 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