O'Brien Wealth Partners LLC Vanguard Growth ETF Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 44,337 shares of VUG stock, worth $16.8 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
44,337
Previous 39,999
10.85%
Holding current value
$16.8 Million
Previous $15.4 Million
18.5%
% of portfolio
3.45%
Previous 3.18%
Shares
23 transactions
Others Institutions Holding VUG
# of Institutions
2,669Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.1 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio