Strategic Financial Concepts, LLC Vanguard Small Cap Growth ETF Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 959 shares of VBK stock, worth $293,837. This represents 0.04% of its overall portfolio holdings.
Number of Shares
959
Previous 972
1.34%
Holding current value
$293,837
Previous $245 Million
8.53%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio