Bannerman Wealth Management Group, LLC Vanguard Growth ETF Transaction History
Bannerman Wealth Management Group, LLC
- $130 Billion
- Q2 2025
A detailed history of Bannerman Wealth Management Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 1,773 shares of VUG stock, worth $814,055. This represents 0.6% of its overall portfolio holdings.
Number of Shares
1,773
Previous 1,773
-0.0%
Holding current value
$814,055
Previous $657 Million
18.22%
% of portfolio
0.6%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio