Evensky & Katz LLC Vanguard Growth ETF Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$161.84 - $183.14 $1,132 - $1,281	-7 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$165.21 - $169.18 $165 - $169	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

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$18.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.88 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.9 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.53 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.45 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
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