Regent Peak Wealth Advisors LLC Vanguard Growth ETF Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 46,702 shares of VUG stock, worth $17.6 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
46,702
Previous 54,104
13.68%
Holding current value
$17.6 Million
Previous $22.2 Million
22.1%
% of portfolio
4.05%
Previous 4.94%
Shares
22 transactions
Others Institutions Holding VUG
# of Institutions
2,671Shares Held
259MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.24 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.03 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.86 Billion6.58% of portfolio