Panoramic Investment Advisors, LLC Vanguard Growth ETF Transaction History
Panoramic Investment Advisors, LLC
- $148 Billion
- Q1 2025
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 8,053 shares of VUG stock, worth $3.05 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
8,053
Previous 7,919
1.69%
Holding current value
$3.05 Million
Previous $3.25 Billion
8.12%
% of portfolio
2.02%
Previous 2.12%
Shares
7 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
259MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio