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

Carl Stuart Investment Advisor, Inc

$195 Million
Q2 2025

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

813

Shares Held

162M

Call Options Held

16.5K

Put Options Held

6.1K

Bank Of America Corp Charlotte, NC

35.8M
Shares

$4.07 Billion
0.27% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.18 Billion
6.01% of portfolio
Morgan Stanley New York, NY

7.92M
Shares

$901 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

6.6M
Shares

$751 Million
0.25% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.79M
Shares

$545 Million
1.37% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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