Blue Zone Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Blue Zone Wealth Advisors, LLC
- $461 Million
- Q3 2025
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 5,688 shares of VUG stock, worth $2.75 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
5,688
Previous 5,893
3.48%
Holding current value
$2.75 Million
Previous $2.58 Million
5.61%
% of portfolio
0.59%
Previous 0.71%
Shares
18 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares 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