Mosaic Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $855 Billion
- Q3 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 4,756 shares of VB stock, worth $1.19 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,756
Previous 6,175
22.98%
Holding current value
$1.19 Million
Previous $1.46 Billion
17.4%
% of portfolio
0.14%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio