Martel Wealth Advisors Inc Vanguard Growth ETF Transaction History
Martel Wealth Advisors Inc
- $571 Billion
- Q3 2025
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 229,637 shares of VUG stock, worth $111 Million. This represents 19.29% of its overall portfolio holdings.
Number of Shares
229,637
Previous 232,840
1.38%
Holding current value
$111 Million
Previous $102 Billion
7.9%
% of portfolio
19.29%
Previous 18.92%
Shares
29 transactions
Others Institutions Holding VUG
# of Institutions
2,910Shares Held
277MCall Options Held
345KPut Options Held
178K-
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