United Financial Planning Group LLC Vanguard Growth ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 61,227 shares of VUG stock, worth $30.2 Million. This represents 18.48% of its overall portfolio holdings.
Number of Shares
61,227Holding current value
$30.2 Million% of portfolio
18.48%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,894Shares Held
276MCall Options Held
352KPut Options Held
463K-
Bank Of America Corp Charlotte, NC49.4MShares$24.3 Billion1.63% of portfolio
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Jones Financial Companies Lllp35.2MShares$17.3 Billion11.59% of portfolio
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Morgan Stanley New York, NY14.6MShares$7.17 Billion0.43% of portfolio
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Envestnet Asset Management Inc8.32MShares$4.1 Billion1.23% of portfolio
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Axiom Advisory, LLC San Diego, CA7.25MShares$3.57 Billion25.47% of portfolio