Mascoma Wealth Management LLC Vanguard Growth ETF Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,899Shares Held
278MCall Options Held
388KPut Options Held
518K-
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