Regent Peak Wealth Advisors LLC Vanguard Growth ETF Transaction History
Regent Peak Wealth Advisors LLC
- $507 Million
- Q4 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 45,851 shares of VUG stock, worth $22.2 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
45,851
Previous 46,015
0.36%
Holding current value
$22.2 Million
Previous $22.1 Million
0.45%
% of portfolio
4.37%
Previous 4.33%
Shares
24 transactions
Others Institutions Holding VUG
# of Institutions
2,940Shares 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