Essential Planning, Llc. Vanguard Small Cap ETF Transaction History
Essential Planning, Llc.
- $269 Billion
- Q2 2025
A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 1,506 shares of VB stock, worth $384,647. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,506
Previous 1,506
-0.0%
Holding current value
$384,647
Previous $334 Million
6.87%
% of portfolio
0.13%
Previous 0.13%
Shares
3 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