New Wave Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
New Wave Wealth Advisors LLC
- $231 Billion
- Q3 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 20,877 shares of VBK stock, worth $6.4 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
20,877
Previous 20,877
-0.0%
Holding current value
$6.4 Million
Previous $5.78 Billion
0.14%
% of portfolio
2.51%
Previous 2.46%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,261Shares Held
44.6MCall Options Held
62.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio