Capital Advisors Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 26,076 shares of VB stock, worth $6.51 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
26,076
Previous 18,455 41.3%
Holding current value
$6.51 Million
Previous $4.37 Million 51.61%
% of portfolio
0.97%
Previous 0.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$237.58 - $259.17 $1.81 Million - $1.98 Million
7,621 Added 41.3%
26,076 $6.63 Million
Q2 2025

Aug 13, 2025
BUY
$193.73 - $237.37 $3.22 Million - $3.94 Million
16,600 Added 894.88%
18,455 $4.37 Million
Q1 2025

Apr 24, 2025
BUY
$217.89 - $252.64 $67,110 - $77,813
308 Added 19.91%
1,855 $411,000
Q4 2024

Jan 14, 2025
BUY
$233.76 - $261.58 $19,869 - $22,234
85 Added 5.81%
1,547 $371,000
Q3 2024

Oct 15, 2024
BUY
$214.77 - $237.72 $59,491 - $65,848
277 Added 23.38%
1,462 $346,000
Q2 2024

Jul 16, 2024
BUY
$210.76 - $226.94 $5,269 - $5,673
25 Added 2.16%
1,185 $258,000
Q1 2024

Apr 12, 2024
BUY
$204.0 - $228.59 $8,772 - $9,829
43 Added 3.85%
1,160 $265,000
Q4 2023

Jan 08, 2024
BUY
$175.26 - $215.9 $195,765 - $241,160
1,117 New
1,117 $238,000
Q4 2022

Feb 09, 2023
BUY
$172.82 - $196.57 $191,311 - $217,602
1,107 New
1,107 $203,000

Others Institutions Holding VB

# of Institutions
2,484
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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