Compass Planning Associates Inc Vanguard Growth ETF Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,436 shares of VUG stock, worth $917,105. This represents 0.91% of its overall portfolio holdings.
Number of Shares
2,436
Previous 1,565
55.65%
Holding current value
$917,105
Previous $642 Million
40.66%
% of portfolio
0.91%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,672Shares Held
264MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.24 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.09 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.86 Billion6.58% of portfolio