Compass Ion Advisors, LLC Vanguard Small Cap ETF Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 27,050 shares of VB stock, worth $5.62 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
27,050
Previous 40,607
33.39%
Holding current value
$5.62 Million
Previous $9.76 Million
38.53%
% of portfolio
0.77%
Previous 1.26%
Shares
21 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio