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 $128 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
534,238
Previous 486,762
9.75%
Holding current value
$128 Million
Previous $108 Million
17.29%
% of portfolio
1.82%
Previous 1.71%
Shares
33 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