Evensky & Katz LLC Vanguard Growth ETF Transaction History

Evensky & Katz LLC

$1.42 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	N/A	-7 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	N/A	1 Added 16.67%	7 $1,000
Q3 2017 Nov 07, 2017	BUY	N/A	6	6 $1,000

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

$16 Billion
1.37% of portfolio
Jones Financial Companies Lllp

18.5M
Shares

$7.02 Billion
8.67% of portfolio
Morgan Stanley New York, NY

13.3M
Shares

$5.03 Billion
0.37% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.95M
Shares

$3.4 Billion
6.95% of portfolio
Envestnet Asset Management Inc

8.42M
Shares

$3.2 Billion
1.1% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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