Forvis Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Forvis Wealth Advisors, LLC
- $4.75 Billion
- Q3 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 60,436 shares of VUG stock, worth $29.2 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
60,436
Previous 61,560
1.83%
Holding current value
$29.2 Million
Previous $27 Million
7.4%
% of portfolio
0.61%
Previous 0.61%
Shares
34 transactions
Others Institutions Holding VUG
# of Institutions
2,915Shares Held
277MCall Options Held
345KPut Options Held
186K-
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