Legacy Wealth Management, LLC / Ms Vanguard Small Cap ETF Transaction History
Legacy Wealth Management, LLC / Ms
- $332 Billion
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding VB
# of Institutions
2,431Shares Held
167MCall 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