Forvis Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 94,858 shares of VB stock, worth $24.6 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
94,858
Previous 102,936
7.85%
Holding current value
$24.6 Million
Previous $22.8 Million
1.52%
% of portfolio
0.51%
Previous 0.57%
Shares
33 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