Mowery & Schoenfeld Wealth Management, LLC Vanguard Growth ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$322.46 - $377.11 $5,804 - $6,787	18 New	18 $6.73 Million

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.34 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.57 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.34 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.26 Billion
6.36% of portfolio

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About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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