Lodestone Wealth Management LLC Vanguard Large Cap ETF Transaction History
Lodestone Wealth Management LLC
- $222 Billion
- Q3 2025
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,808 shares of VV stock, worth $1.49 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
4,808
Previous 4,794
0.29%
Holding current value
$1.49 Million
Previous $1.23 Billion
20.13%
% of portfolio
0.67%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding VV
# of Institutions
1,423Shares Held
107MCall Options Held
20.7KPut Options Held
7K-
Jones Financial Companies Lllp17.3MShares$5.38 Billion3.66% of portfolio
-
Creative Planning Overland Park, KS12.4MShares$3.85 Billion2.96% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.03 Billion15.32% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.68MShares$1.14 Billion0.02% of portfolio
-
Morgan Stanley New York, NY2.83MShares$879 Million0.05% of portfolio