Aegis Wealth Management LLC Vanguard Small Cap ETF Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 20,217 shares of VB stock, worth $4.87 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
20,217
Previous 15,897 27.17%
Holding current value
$4.87 Million
Previous $3.82 Billion 17.37%
% of portfolio
2.64%
Previous 2.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$217.89 - $252.64 $941,284 - $1.09 Million
4,320 Added 27.17%
20,217 $4.48 Billion
Q4 2024

Mar 07, 2025
BUY
$233.76 - $261.58 $3.72 Million - $4.16 Million
15,897 New
15,897 $3.82 Billion

Others Institutions Holding VB

# of Institutions
2,383
Shares Held
167M
Call Options Held
78.1K
Put Options Held
29.4K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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