Shared Vision Wealth Group LLC Vanguard Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,978 shares of VUG stock, worth $956,402. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,978
Previous 1,978
-0.0%
Holding current value
$956,402
Previous $901 Million
5.67%
% of portfolio
0.4%
Previous 0.45%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,911Shares Held
277MCall Options Held
345KPut Options Held
178K-
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