Clearstead Advisors, LLC Vanguard Small Cap ETF Transaction History
Clearstead Advisors, LLC
- $6.94 Billion
- Q2 2025
A detailed history of Clearstead Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 534,238 shares of VB stock, worth $136 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
534,238
Previous 486,762
9.75%
Holding current value
$136 Million
Previous $108 Million
17.29%
% of portfolio
1.82%
Previous 1.71%
Shares
33 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$6.19 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$1.98 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.78 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.5 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.32 Billion0.38% of portfolio