Wolff Financial Management LLC Vanguard Growth ETF Transaction History
Wolff Financial Management LLC
- $387 Million
- Q2 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Wolff Financial Management LLC holds 94,705 shares of VUG stock, worth $44.6 Million. This represents 10.72% of its overall portfolio holdings.
Number of Shares
94,705
Previous 94,660
0.05%
Holding current value
$44.6 Million
Previous $35.1 Million
18.28%
% of portfolio
10.72%
Previous 9.72%
Shares
16 transactions
Others Institutions Holding VUG
# of Institutions
2,780Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.2 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.5 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$6.85 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.32 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.82 Billion1.09% of portfolio