Mission Wealth Management, LP Vanguard Small Cap ETF Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 1,056,546 shares of VB stock, worth $219 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
1,056,546
Previous 1,046,712
0.94%
Holding current value
$219 Million
Previous $252 Million
6.89%
% of portfolio
5.85%
Previous 5.93%
Shares
33 transactions
Others Institutions Holding VB
# of Institutions
2,345Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.14 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.56 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.17 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio