Capital Advantage, Inc. Vanguard Growth ETF Transaction History

Capital Advantage, Inc.

$520 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$243.15 - $268.9 $245,338 - $271,320	-1,009 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$149.64 - $204.01 $150,986 - $205,846	1,009 New	1,009 $204,000

Others Institutions Holding VUG

# of Institutions

2,477

Shares Held

248M

Call Options Held

238K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$18.3 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.68 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.78 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.46 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.38 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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