High Net Worth Advisory Group LLC Vanguard Small Cap ETF Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 3,987 shares of VB stock, worth $1.03 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,987
Previous 5,991
33.45%
Holding current value
$1.03 Million
Previous $1.33 Million
28.86%
% of portfolio
0.26%
Previous 0.39%
Shares
7 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