Regent Peak Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,325 shares of VBK stock, worth $327,195. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,325
Previous 1,354
2.14%
Holding current value
$327,195
Previous $379,000
11.61%
% of portfolio
0.08%
Previous 0.08%
Shares
19 transactions
Others Institutions Holding VBK
# of Institutions
1,220Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.36 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$472 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$445 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$417 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$360 Million1.12% of portfolio