Morgan Rosel Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,208Shares Held
44.8MCall Options Held
48.5KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.58 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$490 Million0.03% of portfolio
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Axiom Advisory, LLC San Diego, CA1.69MShares$441 Million4.13% of portfolio
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Assetmark, Inc1.51MShares$396 Million1.05% of portfolio
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Royal Bank Of Canada Toronto, A6988KShares$258 Million0.05% of portfolio