Holos Integrated Wealth LLC Vanguard Small Cap Growth ETF Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 711 shares of VBK stock, worth $217,850. This represents 0.12% of its overall portfolio holdings.
Number of Shares
711
Previous 711
-0.0%
Holding current value
$217,850
Previous $179 Million
10.79%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares 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