Mosaic Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $785 Billion
- Q2 2025
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 6,175 shares of VB stock, worth $1.6 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,175
Previous 4,928
25.3%
Holding current value
$1.6 Million
Previous $1.09 Billion
33.91%
% of portfolio
0.19%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio