Level Financial Advisors, Inc. Vanguard Growth ETF Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 2025
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 18,462 shares of VUG stock, worth $8.93 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
18,462
Previous 17,146
7.68%
Holding current value
$8.93 Million
Previous $7.52 Million
17.8%
% of portfolio
2.71%
Previous 2.53%
Shares
16 transactions
Others Institutions Holding VUG
# of Institutions
2,916Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio