Wescott Financial Advisory Group, LLC Vanguard Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $995 Million
- Q3 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 13,913 shares of VUG stock, worth $6.73 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
13,913
Previous 14,264
2.46%
Holding current value
$6.73 Million
Previous $6.25 Million
6.7%
% of portfolio
0.67%
Previous 0.67%
Shares
15 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