Valeo Financial Advisors, LLC Vanguard Russell 1000 Growth E Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$62.94 - $69.93 $6,545 - $7,272	-104 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$37.08 - $49.88 $3,856 - $5,187	104 New	104 $21,000

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.14 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.08 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$646 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$537 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$484 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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