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 $8.9 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
18,462
Previous 17,146
7.68%
Holding current value
$8.9 Million
Previous $7.52 Million
17.8%
% of portfolio
2.71%
Previous 2.53%
Shares
16 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio