Weatherly Asset Management L. P. Vanguard Growth ETF Transaction History
Weatherly Asset Management L. P.
- $1.1 Billion
- Q1 2025
A detailed history of Weatherly Asset Management L. P. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 1,120 shares of VUG stock, worth $423,684. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,120
Previous 1,120
-0.0%
Holding current value
$423,684
Previous $459,000
9.59%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
260MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.4 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.8 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.27 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.05MShares$3.04 Billion1.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.87 Billion6.58% of portfolio