Cyndeo Wealth Partners, LLC Vanguard Growth ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.74 Billion
- Q4 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 37,526 shares of VUG stock, worth $18.1 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
37,526
Previous 38,899
3.53%
Holding current value
$18.1 Million
Previous $18.7 Million
2.74%
% of portfolio
1.04%
Previous 1.09%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,928Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio