Carl Stuart Investment Advisor, Inc Vanguard Russell 1000 Growth E Transaction History

Carl Stuart Investment Advisor, Inc

$178 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	BUY	$63.45 - $79.12 $36.5 Million - $45.5 Million	574,622 New	574,622 $40.3 Million

Others Institutions Holding VONG

# of Institutions

666

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.02 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.04 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$621 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$516 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$465 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carl Stuart Investment Advisor, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Carl Stuart Investment Advisor, Inc with notifications on news.