Inverness Counsel LLC Vanguard Growth ETF Transaction History

Inverness Counsel LLC

$1.8 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 29, 2019	SELL	N/A	-1,623 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	1,623 New	1,623 $261,000

Others Institutions Holding VUG

# of Institutions

2,409

Shares Held

242M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$18.2 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.63 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.74 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.44 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.36 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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