Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 300,066 shares of VUG stock, worth $125 Million. This represents 17.09% of its overall portfolio holdings.
Number of Shares
300,066
Previous 273,979
9.52%
Holding current value
$125 Million
Previous $102 Billion
12.43%
% of portfolio
17.09%
Previous 16.48%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,409Shares Held
242MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.2 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.63 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.74 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.44 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.36 Billion6.36% of portfolio