Evolution Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Evolution Wealth Advisors, LLC
- $660 Million
- Q2 2025
A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 36,201 shares of VB stock, worth $9.39 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
36,201
Previous 40,428
10.46%
Holding current value
$9.39 Million
Previous $8.96 Million
4.31%
% of portfolio
1.3%
Previous 1.54%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio