Legacy Financial Group LLC Vanguard Small Cap ETF Transaction History
Legacy Financial Group LLC
- $591 Million
- Q2 2025
A detailed history of Legacy Financial Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 143,610 shares of VB stock, worth $34.6 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
143,610
Previous 134,892
6.46%
Holding current value
$34.6 Million
Previous $29.9 Million
13.83%
% of portfolio
5.76%
Previous 5.27%
Shares
19 transactions
Others Institutions Holding VB
# of Institutions
2,383Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.8 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.25 Billion0.38% of portfolio