Crown Wealth Group, LLC Vanguard Growth ETF Transaction History
Crown Wealth Group, LLC
- $294 Million
- Q3 2025
A detailed history of Crown Wealth Group, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Crown Wealth Group, LLC holds 29,868 shares of VUG stock, worth $14.4 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
29,868
Previous 18,377
62.53%
Holding current value
$14.4 Million
Previous $8.06 Million
77.81%
% of portfolio
4.88%
Previous 3.15%
Shares
11 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio