Stonebridge Financial Planning Group, LLC Vanguard Growth ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $254 Million
- Q3 2025
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 7,668 shares of VUG stock, worth $3.71 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
7,668
Previous 6,964
10.11%
Holding current value
$3.71 Million
Previous $3.05 Million
20.44%
% of portfolio
1.45%
Previous 1.34%
Shares
24 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