Zhang Financial LLC Vanguard Russell 2000 Growth E Transaction History

Zhang Financial LLC

$1.73 Billion
Q4 2024

A detailed history of Zhang Financial LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Zhang Financial LLC holds 1,093 shares of VTWG stock, worth $214,610. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,093

Holding current value

$214,610

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$202.91 - $229.76 $221,780 - $251,127	1,093 New	1,093 $229,000

Others Institutions Holding VTWG

# of Institutions

174

Shares Held

2.27M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

304K
Shares

$59.6 Million
0.01% of portfolio
Westwood Holdings Group Inc Dallas, TX

204K
Shares

$40.1 Million
0.34% of portfolio
Pathstone Holdings, LLC Englewood, NJ

169K
Shares

$33.2 Million
0.16% of portfolio
Assetmark, Inc

124K
Shares

$24.3 Million
0.07% of portfolio
Morgan Stanley New York, NY

87.4K
Shares

$17.2 Million
0.0% of portfolio

View Full List

About VANGUARD RUSSELL 2000 GROWTH E

Ticker VTWG
Sector ETFs
Industry ETFs

More about VTWG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Account