Capital Advisory Group Advisory Services, LLC Vanguard S&P 500 Growth ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$263.97 - $305.94 $8,183 - $9,484	-31 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$263.36 - $285.1 $8,164 - $8,838	31 New	31 $8,000

Others Institutions Holding VOOG

# of Institutions

538

Shares Held

11.2M

Call Options Held

27K

Put Options Held

31.3K

Jpmorgan Chase & CO New York, NY

2.46M
Shares

$884 Million
0.07% of portfolio
Morgan Stanley New York, NY

718K
Shares

$258 Million
0.02% of portfolio
Corient Capital Partners, LLC Newport Beach, CA

636K
Shares

$228 Million
7.92% of portfolio
Bank Of America Corp Charlotte, NC

630K
Shares

$226 Million
0.02% of portfolio
Ubs Group Ag

543K
Shares

$195 Million
0.04% of portfolio

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About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
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