Segment Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Segment Wealth Management, LLC
- $1.43 Billion
- Q1 2025
A detailed history of Segment Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Segment Wealth Management, LLC holds 4,030 shares of VOT stock, worth $945,881. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,030
Previous 7,380
45.39%
Holding current value
$945,881
Previous $1.87 Million
47.38%
% of portfolio
0.07%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding VOT
# of Institutions
1,066Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$728 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$675 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$637 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$537 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$436 Million0.34% of portfolio