Wheelhouse Advisory Group LLC Vanguard Small Cap Growth ETF Transaction History
Wheelhouse Advisory Group LLC
- $203 Billion
- Q2 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 1,897 shares of VBK stock, worth $581,240. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,897
Previous 1,947
2.57%
Holding current value
$581,240
Previous $490 Million
7.2%
% of portfolio
0.26%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding VBK
# of Institutions
1,245Shares Held
44.6MCall 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