Gradient Capital Advisors, LLC Vanguard Growth ETF Transaction History
Gradient Capital Advisors, LLC
- $358 Million
- Q3 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 9,031 shares of VUG stock, worth $4.37 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
9,031
Previous 9,596
5.89%
Holding current value
$4.37 Million
Previous $4.21 Million
2.97%
% of portfolio
1.21%
Previous 1.28%
Shares
32 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares 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