Shared Vision Wealth Group LLC Vanguard Small Cap ETF Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 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 $285,033. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,141
Previous 1,141
-0.0%
Holding current value
$285,033
Previous $276 Million
5.19%
% of portfolio
0.12%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall 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