Cape Investment Advisory, Inc. Vanguard Growth ETF Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,078 shares of VUG stock, worth $519,649. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,078
Previous 1,158
6.91%
Holding current value
$519,649
Previous $429 Million
10.11%
% of portfolio
0.17%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,840Shares Held
284MCall Options Held
352KPut Options Held
473K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio