Cfs Investment Advisory Services, LLC Vanguard Growth ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.22 Billion
- Q2 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 107,506 shares of VUG stock, worth $51.8 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
107,506
              Previous 114,739
              
        
           6.3%
        
      
          
        Holding current value
$51.8 Million
            Previous $42.5 Million
            
        
           10.77%
        
      
          
        % of portfolio
3.86%
            Previous 3.79%
          
        Shares
	  15 transactions
	
  Others Institutions Holding VUG
# of Institutions
2,832Shares Held
283MCall 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