Capital Planning Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Capital Planning Advisors, LLC
- $704 Million
- Q3 2025
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 2,198 shares of VONG stock, worth $266,397. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,198
Previous 2,286
3.85%
Holding current value
$266,397
Previous $249,000
6.02%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
869Shares Held
174MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC33.8MShares$4.09 Billion0.28% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.5MShares$1.28 Billion1.57% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.23 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.82MShares$1.07 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$931 Million0.29% of portfolio