Gradient Capital Advisors, LLC Vanguard Growth ETF Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 9,596 shares of VUG stock, worth $4.62 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
9,596
Previous 9,089
5.58%
Holding current value
$4.62 Million
Previous $3.37 Million
24.81%
% of portfolio
1.28%
Previous 1.13%
Shares
31 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio