Strategic Financial Concepts, LLC Vanguard Growth ETF Transaction History
Strategic Financial Concepts, LLC
- $688 Billion
- Q3 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 8,353 shares of VUG stock, worth $4.04 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
8,353
Previous 12,285
32.01%
Holding current value
$4.04 Million
Previous $5.39 Billion
25.6%
% of portfolio
0.58%
Previous 0.76%
Shares
11 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