Hillcrest Wealth Advisors Ny, LLC Vanguard Growth ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $229 Million
- Q4 2025
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 9,100 shares of VUG stock, worth $4.4 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
9,100
Previous 9,500
4.21%
Holding current value
$4.4 Million
Previous $4.56 Million
3.42%
% of portfolio
1.92%
Previous 2.05%
Shares
16 transactions
Others Institutions Holding VUG
# of Institutions
2,941Shares 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