Brass Tax Wealth Management, Inc Vanguard Small Cap ETF Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 137,666 shares of VB stock, worth $35.5 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
137,666
Previous 134,850
2.09%
Holding current value
$35.5 Million
Previous $29.9 Billion
9.1%
% of portfolio
6.28%
Previous 6.28%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,404Shares 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