Hillcrest Wealth Advisors Ny, LLC Vanguard Growth ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $222 Million
- Q3 2025
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 9,500 shares of VUG stock, worth $4.68 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,900
4.04%
Holding current value
$4.68 Million
Previous $4.34 Million
4.98%
% of portfolio
2.05%
Previous 2.04%
Shares
15 transactions
Others Institutions Holding VUG
# of Institutions
2,899Shares Held
278MCall Options Held
388KPut Options Held
518K-
Bank Of America Corp Charlotte, NC49.4MShares$24.3 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17.3 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.17 Billion0.43% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.1 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.57 Billion25.47% of portfolio