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VSMGX

Vanguard LifeStrategy Moderate Growth Fund
1W: -1.0% 1M: -1.4% 3M: -1.1% YTD: +5.4% 1Y: +3.6% 3Y: +42.8% 5Y: +28.5%
$36.75
+0.17 (+0.46%)
 
Weekly Expected Move ±1.1%
$36 $36 $37 $37 $37
ETF NASDAQ · AUM $24.2B

Institutional Ownership — VSMGX

2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
0
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Arvest Bank Trust Division 175,026 6M -9 -0.0% 8Q SEC ↗
2 OAKWORTH CAPITAL, INC. 938 34K +9 +1.0% 4Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (1)
HolderAddedChange %Total Shares
OAKWORTH CAPITAL, INC. +9 +1.0% 938
Biggest Decreases (1)
HolderReducedChange %Total Shares
Arvest Bank Trust Division -9 -0.0% 175,026

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms