Sequent Planning LLC Vanguard Small Cap ETF Transaction History
Sequent Planning LLC
- $316 Billion
- Q2 2025
A detailed history of Sequent Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Sequent Planning LLC holds 1,875 shares of VB stock, worth $483,487. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,875
Previous 1,560
20.19%
Holding current value
$483,487
Previous $346 Million
28.45%
% of portfolio
0.14%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,401Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.25 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.33 Billion0.38% of portfolio