Live Oak Private Wealth LLC Vanguard Small Cap ETF Transaction History
Live Oak Private Wealth LLC
- $676 Million
- Q4 2025
A detailed history of Live Oak Private Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,373 shares of VB stock, worth $342,989. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,389
1.15%
Holding current value
$342,989
Previous $353,000
3.12%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,495Shares Held
165MCall 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