Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $704 Billion
- Q1 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 315,494 shares of VUG stock, worth $135 Million. This represents 16.62% of its overall portfolio holdings.
Number of Shares
315,494
Previous 306,687
2.87%
Holding current value
$135 Million
Previous $126 Billion
7.06%
% of portfolio
16.62%
Previous 18.16%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,681Shares Held
268MCall Options Held
319KPut Options Held
305K-
Bank Of America Corp Charlotte, NC48.5MShares$20.8 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$13.9 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.02 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.45 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.13 Billion5.82% of portfolio