Investment Planning Advisors, Inc. Vanguard Small Cap ETF Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,250 shares of VB stock, worth $322,475. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,250
Previous 1,202
3.99%
Holding current value
$322,475
Previous $266,000
11.28%
% of portfolio
0.15%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.26 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$1.34 Billion0.38% of portfolio