Mittelman Wealth Management Vanguard Small Cap ETF Transaction History
Mittelman Wealth Management
- $118 Billion
- Q2 2025
A detailed history of Mittelman Wealth Management transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 22,613 shares of VB stock, worth $5.78 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
22,613
Previous 15,643
44.56%
Holding current value
$5.78 Million
Previous $3.47 Billion
54.49%
% of portfolio
4.52%
Previous 3.13%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.19 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$1.98 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.78 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.5 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.32 Billion0.38% of portfolio