Vestia Personal Wealth Advisors Vanguard Small Cap ETF Transaction History
Vestia Personal Wealth Advisors
- $146 Billion
- Q2 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,590 shares of VB stock, worth $381,790. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,275
24.71%
Holding current value
$381,790
Previous $283 Million
33.27%
% of portfolio
0.26%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio