Zhang Financial LLC Vanguard Russell 2000 Growth E Transaction History

Zhang Financial LLC

$1.73 Billion
Q4 2024

A detailed history of Zhang Financial LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Zhang Financial LLC holds 1,093 shares of VTWG stock, worth $240,132. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,093

Holding current value

$240,132

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$202.91 - $229.76 $221,780 - $251,127	1,093 New	1,093 $229,000

Others Institutions Holding VTWG

# of Institutions

156

Shares Held

2.45M

Call Options Held

Put Options Held

Westwood Holdings Group Inc Dallas, TX

363K
Shares

$79.7 Million
0.6% of portfolio
Bank Of America Corp Charlotte, NC

300K
Shares

$66 Million
0.01% of portfolio
Pathstone Holdings, LLC Englewood, NJ

169K
Shares

$37.1 Million
0.16% of portfolio
Cetera Investment Advisers Schaumburg, IL

137K
Shares

$30 Million
0.06% of portfolio
Assetmark, Inc

125K
Shares

$27.4 Million
0.07% of portfolio

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About VANGUARD RUSSELL 2000 GROWTH E

Ticker VTWG
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