Lederer & Associates Investment Counsel Vanguard Growth ETF Transaction History

Lederer & Associates Investment Counsel

$138 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Jan 13, 2021	BUY	$204.41 - $245.48 $196,233 - $235,660	960 New	960 $219,000

Others Institutions Holding VUG

# of Institutions

2,285

Shares Held

243M

Call Options Held

194K

Put Options Held

73.7K

Bank Of America Corp Charlotte, NC

43.1M
Shares

$16.5 Billion
1.44% of portfolio
Jones Financial Companies Lllp

23M
Shares

$8.8 Billion
9.93% of portfolio
Morgan Stanley New York, NY

13.6M
Shares

$5.22 Billion
0.4% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.6M
Shares

$3.3 Billion
7.17% of portfolio
Envestnet Asset Management Inc

8.35M
Shares

$3.2 Billion
1.11% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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