Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,766 shares of VOT stock, worth $494,126. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,766
Previous 1,766
-0.0%
Holding current value
$494,126
Previous $502 Million
3.31%
% of portfolio
0.1%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
1,149Shares 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