Clearstead Advisors, LLC Vanguard Small Cap ETF Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 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 541,189 shares of VB stock, worth $135 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
541,189
Previous 534,238
1.3%
Holding current value
$135 Million
Previous $127 Million
8.7%
% of portfolio
1.86%
Previous 1.82%
Shares
34 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio