Monument Group Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Monument Group Wealth Advisors, LLC
- $170 Billion
- Q3 2025
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 882 shares of VUG stock, worth $426,464. This represents 0.25% of its overall portfolio holdings.
Number of Shares
882
Previous 882
-0.0%
Holding current value
$426,464
Previous $387 Million
9.44%
% of portfolio
0.25%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,928Shares 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