Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $855 Billion
- Q3 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 327,191 shares of VUG stock, worth $158 Million. This represents 18.3% of its overall portfolio holdings.
Number of Shares
327,191
Previous 322,237
1.54%
Holding current value
$158 Million
Previous $141 Billion
10.72%
% of portfolio
18.3%
Previous 18.0%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,911Shares Held
277MCall Options Held
345KPut Options Held
178K-
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