Hillcrest Wealth Advisors Ny, LLC Vanguard Growth ETF Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $212 Million
- Q2 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 9,900 shares of VUG stock, worth $4.55 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
9,900
Previous 10,050
1.49%
Holding current value
$4.55 Million
Previous $3.73 Million
16.48%
% of portfolio
2.04%
Previous 1.85%
Shares
14 transactions
Others Institutions Holding VUG
# of Institutions
2,749Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.3 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.8 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.73 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.35 Billion5.82% of portfolio