Baker Tilly Wealth Management, LLC Vanguard Growth ETF Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,595 shares of VUG stock, worth $1.25 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,595
Previous 2,378
9.13%
Holding current value
$1.25 Million
Previous $1.14 Million
10.0%
% of portfolio
0.33%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding VUG
# of Institutions
2,948Shares 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