Hcr Wealth Advisors Vanguard Growth ETF Transaction History
Hcr Wealth Advisors
- $759 Million
- Q1 2025
A detailed history of Hcr Wealth Advisors transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 207,621 shares of VUG stock, worth $78.5 Million. This represents 10.14% of its overall portfolio holdings.
Number of Shares
207,621
Previous 200,896
3.35%
Holding current value
$78.5 Million
Previous $82.5 Million
6.63%
% of portfolio
10.14%
Previous 10.44%
Shares
31 transactions
Others Institutions Holding VUG
# of Institutions
2,681Shares Held
259MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio