Shared Vision Wealth Group LLC Vanguard Small Cap ETF Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,141 shares of VB stock, worth $295,838. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,141
Previous 1,141
-0.0%
Holding current value
$295,838
Previous $253 Million
8.93%
% of portfolio
0.14%
Previous 0.14%
Shares
1 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