Moneywise, Inc. Vanguard Growth ETF Transaction History
Moneywise, Inc.
- $204 Million
- Q3 2025
A detailed history of Moneywise, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Moneywise, Inc. holds 5,654 shares of VUG stock, worth $2.73 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
5,654
Previous 5,672
0.32%
Holding current value
$2.73 Million
Previous $2.49 Million
9.05%
% of portfolio
1.33%
Previous 1.25%
Shares
23 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