Wellspring Financial Advisors, LLC Vanguard Growth ETF Transaction History
Wellspring Financial Advisors, LLC
- $735 Billion
- Q2 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 944,783 shares of VUG stock, worth $365 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
944,783
Previous 944,784
-0.0%
Holding current value
$365 Million
Previous $8.38 Billion
7.71%
% of portfolio
1.23%
Previous 1.32%
Shares
18 transactions
Others Institutions Holding VUG
# of Institutions
2,312Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$16.6 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.86 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.25 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.32 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.22 Billion1.11% of portfolio