Cbm Financial, LLC Vanguard Growth ETF Transaction History

Cbm Financial, LLC

$123 Billion
Q1 2025

A detailed history of Cbm Financial, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cbm Financial, LLC holds 5,549 shares of VUG stock, worth $2.29 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

5,549

Holding current value

$2.29 Million

% of portfolio

1.86%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 20, 2025	BUY	$369.1 - $427.61 $2.05 Million - $2.37 Million	5,549 New	5,549 $2.29 Billion

Others Institutions Holding VUG

# of Institutions

2,676

Shares Held

266M

Call Options Held

319K

Put Options Held

285K

Bank Of America Corp Charlotte, NC

48.5M
Shares

$20 Billion
1.48% of portfolio
Jones Financial Companies Lllp

31.7M
Shares

$13.1 Billion
3.95% of portfolio
Morgan Stanley New York, NY

14M
Shares

$5.78 Billion
0.38% of portfolio
Envestnet Asset Management Inc

8.05M
Shares

$3.32 Billion
1.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

7.3M
Shares

$3.01 Billion
5.82% of portfolio

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About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Cbm Financial, LLC Vanguard Growth ETF Transaction History