Org Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Org Wealth Partners, LLC
- $270 Million
- Q4 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 578 shares of VB stock, worth $144,390. This represents 0.05% of its overall portfolio holdings.
Number of Shares
578
Previous 598
3.34%
Holding current value
$144,390
Previous $152,000
5.26%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,500Shares Held
165MCall Options Held
68.3KPut Options Held
26.1K-
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