Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $785 Billion
- Q2 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 322,237 shares of VUG stock, worth $155 Million. This represents 18.0% of its overall portfolio holdings.
Number of Shares
322,237
Previous 315,494
2.14%
Holding current value
$155 Million
Previous $117 Billion
20.75%
% of portfolio
18.0%
Previous 16.62%
Shares
11 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