Davidson Investment Advisors Vanguard Growth ETF Transaction History

Davidson Investment Advisors

$1.93 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	N/A	-6,720 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	N/A	4,177 Added 164.25%	6,720 $1.95 Million
Q2 2021 Aug 10, 2021	BUY	N/A	2,543 New	2,543 $729,000

Others Institutions Holding VUG

# of Institutions

2,193

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

Bank Of America Corp Charlotte, NC

42.1M
Shares

$15.8 Billion
1.37% of portfolio
Jones Financial Companies Lllp

18.5M
Shares

$6.91 Billion
8.67% of portfolio
Morgan Stanley New York, NY

13.3M
Shares

$4.96 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.95M
Shares

$3.35 Billion
6.95% of portfolio
Envestnet Asset Management Inc

8.42M
Shares

$3.15 Billion
1.1% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Davidson Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Davidson Investment Advisors with notifications on news.