Partners In Financial Planning Vanguard Growth ETF Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Vanguard Growth ETF stock. As of the latest transaction made, Partners In Financial Planning holds 138,916 shares of VUG stock, worth $67.2 Million. This represents 11.52% of its overall portfolio holdings.
Number of Shares
138,916
Previous 142,109
2.25%
Holding current value
$67.2 Million
Previous $62.3 Billion
6.94%
% of portfolio
11.52%
Previous 11.49%
Shares
18 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