Compass Planning Associates Inc Vanguard Growth ETF Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,865 shares of VUG stock, worth $1.38 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
2,865
Previous 2,436
17.61%
Holding current value
$1.38 Million
Previous $1.07 Billion
28.64%
% of portfolio
1.26%
Previous 0.98%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares Held
282MCall Options Held
361KPut Options Held
468K-
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