Optivise Advisory Services LLC Vanguard Small Cap ETF Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,002 shares of VB stock, worth $259,798. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,002
Previous 999 0.3%
Holding current value
$259,798
Previous $237 Million 7.65%
% of portfolio
0.15%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$237.58 - $259.17 $712 - $777
3 Added 0.3%
1,002 $255 Million
Q1 2025

Apr 18, 2025
BUY
$217.89 - $252.64 $1,089 - $1,263
5 Added 0.5%
999 $221 Million
Q4 2024

Feb 13, 2025
BUY
$233.76 - $261.58 $24,778 - $27,727
106 Added 11.94%
994 $239 Million
Q3 2024

Nov 12, 2024
BUY
$214.77 - $237.72 $190,715 - $211,095
888 New
888 $211 Million

Others Institutions Holding VB

# of Institutions
2,412
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
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More about VB
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