Phillips Financial Management, LLC Vanguard S&P 500 Growth ETF Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 340 shares of VOOG stock, worth $147,328. This represents 0.01% of its overall portfolio holdings.
Number of Shares
340
Previous 413
17.68%
Holding current value
$147,328
Previous $163,000
9.2%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VOOG
# of Institutions
678Shares Held
16.2MCall Options Held
43.5KPut Options Held
8.8K-
Jpmorgan Chase & CO New York, NY2.35MShares$1.02 Billion0.06% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.96MShares$851 Million3.86% of portfolio
-
Pfg Advisors1.75MShares$759 Million23.12% of portfolio
-
Morgan Stanley New York, NY766KShares$332 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$275 Million7.92% of portfolio