Vsm Wealth Advisory, LLC Vanguard Growth ETF Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 21,988 shares of VUG stock, worth $10.6 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
21,988
Previous 18,690
17.65%
Holding current value
$10.6 Million
Previous $8.19 Billion
28.7%
% of portfolio
3.28%
Previous 2.71%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio