Regent Peak Wealth Advisors LLC Vanguard Russell 1000 Growth E Transaction History
Regent Peak Wealth Advisors LLC
- $509 Million
- Q3 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 3,773 shares of VONG stock, worth $454,721. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,773
              Previous 3,773
              
        
           -0.0%
        
      
          
        Holding current value
$454,721
            Previous $349,000
            
        
           30.09%
        
      
          
        % of portfolio
0.09%
            Previous 0.08%
          
        Shares
	  6 transactions
	
  Others Institutions Holding VONG
# of Institutions
845Shares Held
166MCall Options Held
5.4KPut Options Held
0- 
    
      Bank Of America Corp Charlotte, NC36.4MShares$4.39 Billion0.3% of portfolio
- 
    
      Avantax Advisory Services, Inc.10.1MShares$1.22 Billion6.29% of portfolio
- 
    
      Morgan Stanley New York, NY8.26MShares$995 Million0.06% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC7.31MShares$881 Million0.28% of portfolio
- 
    
      Tiaa Trust, National Association Charlotte, NC4.79MShares$577 Million1.37% of portfolio