Vertex Planning Partners, LLC Vanguard Russell 1000 Growth E Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,986 shares of VONG stock, worth $240,703. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,986
Previous 1,986
-0.0%
Holding current value
$240,703
Previous $217 Million
10.35%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VONG
# of Institutions
868Shares Held
174MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC33.8MShares$4.09 Billion0.28% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.5MShares$1.28 Billion1.57% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.23 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.82MShares$1.07 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$931 Million0.29% of portfolio