Capital Planning Advisors, LLC Vanguard Growth ETF Transaction History
Capital Planning Advisors, LLC
- $704 Million
- Q3 2025
A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 14,415 shares of VUG stock, worth $6.97 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
14,415
Previous 14,448
0.23%
Holding current value
$6.97 Million
Previous $6.33 Million
9.14%
% of portfolio
0.98%
Previous 0.95%
Shares
33 transactions
Others Institutions Holding VUG
# of Institutions
2,911Shares Held
277MCall Options Held
345KPut Options Held
178K-
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