Agate Pass Investment Management, LLC Vanguard Growth ETF Transaction History
Agate Pass Investment Management, LLC
- $269 Million
- Q4 2025
A detailed history of Agate Pass Investment Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 22,237 shares of VUG stock, worth $10.8 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
22,237
Previous 19,584
13.55%
Holding current value
$10.8 Million
Previous $9.39 Million
14.48%
% of portfolio
4.0%
Previous 3.64%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,940Shares 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