Mosaic Family Wealth Partners, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 121,839 shares of VBK stock, worth $35.5 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
121,839
Previous 120,455
1.15%
Holding current value
$35.5 Million
Previous $33.4 Billion
8.97%
% of portfolio
4.25%
Previous 4.25%
Shares
12 transactions
Others Institutions Holding VBK
# of Institutions
1,279Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio