Montis Financial, LLC Vanguard Growth ETF Transaction History
Montis Financial, LLC
- $430 Million
- Q3 2025
A detailed history of Montis Financial, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Montis Financial, LLC holds 1,695 shares of VUG stock, worth $819,566. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,695
Previous 1,815
6.61%
Holding current value
$819,566
Previous $795,000
2.14%
% of portfolio
0.19%
Previous 0.22%
Shares
2 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