Agate Pass Investment Management, LLC Vanguard Growth ETF Transaction History
Agate Pass Investment Management, LLC
- $228 Million
- Q1 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 20,528 shares of VUG stock, worth $7.6 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
20,528
Previous 19,494
5.3%
Holding current value
$7.6 Million
Previous $8 Million
4.96%
% of portfolio
3.34%
Previous 3.72%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,674Shares Held
262MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.16 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.04 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.81 Billion6.58% of portfolio