Fusion Family Wealth LLC Vanguard Small Cap ETF Transaction History
Fusion Family Wealth LLC
- $1.24 Billion
- Q3 2025
A detailed history of Fusion Family Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Fusion Family Wealth LLC holds 413,818 shares of VB stock, worth $103 Million. This represents 8.46% of its overall portfolio holdings.
Number of Shares
413,818
Previous 412,456
0.33%
Holding current value
$103 Million
Previous $97.7 Million
7.65%
% of portfolio
8.46%
Previous 8.31%
Shares
34 transactions
Others Institutions Holding VB
# of Institutions
2,484Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio