Kestra Private Wealth Services, LLC Vanguard Small Cap ETF Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 65,563 shares of VB stock, worth $17 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
65,563
Previous 54,069
21.26%
Holding current value
$17 Million
Previous $12 Million
29.59%
% of portfolio
0.24%
Previous 0.21%
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