Balanced Wealth Group LLC Vanguard S&P 500 Growth ETF Transaction History
Balanced Wealth Group LLC
- $228 Billion
- Q3 2025
A detailed history of Balanced Wealth Group LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,125 shares of VOOG stock, worth $1.8 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
4,125
Previous 4,106
0.46%
Holding current value
$1.8 Million
Previous $1.69 Billion
3.86%
% of portfolio
0.71%
Previous 0.73%
Shares
8 transactions
Others Institutions Holding VOOG
# of Institutions
704Shares Held
12.6MCall Options Held
47.5KPut Options Held
8K-
Jpmorgan Chase & CO New York, NY2.21MShares$966 Million0.06% of portfolio
-
Morgan Stanley New York, NY833KShares$364 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC658KShares$287 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$278 Million7.92% of portfolio
-
Ubs Group Ag630KShares$275 Million0.04% of portfolio