National Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,646 shares of VBR stock, worth $547,642. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,646Holding current value
$547,642% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,778Shares Held
91.2MCall Options Held
57.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.15 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$902 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$800 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$662 Million1.33% of portfolio
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Wells Fargo & Company San Francisco, CA1.81MShares$375 Million0.08% of portfolio