Vertex Planning Partners, LLC Vanguard Russell 1000 Growth E Transaction History

Vertex Planning Partners, LLC

$385 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$75.82 - $87.22 $190,004 - $218,573	2,506 New	2,506 $217 Million

Others Institutions Holding VONG

# of Institutions

640

Shares Held

144M

Call Options Held

11.7K

Put Options Held

1.5K

Bank Of America Corp Charlotte, NC

30M
Shares

$2.89 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.6M
Shares

$1.03 Billion
7.24% of portfolio
Morgan Stanley New York, NY

6.08M
Shares

$586 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$452 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.61M
Shares

$444 Million
1.33% of portfolio

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