Smart Wealth LLC Vanguard Growth ETF Transaction History

Smart Wealth LLC

$319 Billion
Q2 2025

A detailed history of Smart Wealth LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Smart Wealth LLC holds 639 shares of VUG stock, worth $308,029. This represents 0.09% of its overall portfolio holdings.

Number of Shares

639

Holding current value

$308,029

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$329.49 - $438.4 $210,544 - $280,137	639 New	639 $280 Million

Others Institutions Holding VUG

# of Institutions

2,794

Shares Held

282M

Call Options Held

361K

Put Options Held

468K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$23.8 Billion
1.63% of portfolio
Jones Financial Companies Lllp

35.1M
Shares

$16.9 Billion
11.72% of portfolio
Morgan Stanley New York, NY

14.6M
Shares

$7.02 Billion
0.43% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

9.19M
Shares

$4.43 Billion
0.3% of portfolio
Envestnet Asset Management Inc

8.13M
Shares

$3.92 Billion
1.09% of portfolio

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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