Wellspring Financial Advisors, LLC Vanguard Growth ETF Transaction History
Wellspring Financial Advisors, LLC
- $633 Billion
- Q1 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 944,784 shares of VUG stock, worth $353 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
944,784
Previous 945,619
0.09%
Holding current value
$353 Million
Previous $7.92 Billion
5.89%
% of portfolio
1.32%
Previous 1.97%
Shares
17 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio