Falcon Wealth Planning Vanguard Small Cap Growth ETF Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 11,023 shares of VBK stock, worth $3.38 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,023
Previous 11,380
3.14%
Holding current value
$3.38 Million
Previous $3.15 Million
4.09%
% of portfolio
0.33%
Previous 0.35%
Shares
20 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio