Avantax Advisory Services, Inc. Vanguard Growth ETF Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 676,316 shares of VUG stock, worth $327 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
676,316
Previous 673,533
0.41%
Holding current value
$327 Million
Previous $250 Million
18.71%
% of portfolio
1.68%
Previous 1.56%
Shares
27 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio