Org Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 598 shares of VB stock, worth $149,386. This represents 0.06% of its overall portfolio holdings.
Number of Shares
598
Previous 620
3.55%
Holding current value
$149,386
Previous $146,000
4.11%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,481Shares 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