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
Others Institutions Holding VB
# of Institutions
2,412Shares 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