Ever Source Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 179,714 shares of VUG stock, worth $86.9 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
179,714
Previous 174,226
3.15%
Holding current value
$86.9 Million
Previous $76.4 Million
12.85%
% of portfolio
3.91%
Previous 3.92%
Shares
16 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