Shelton Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Shelton Wealth Management, LLC
- $213 Million
- Q3 2025
A detailed history of Shelton Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 8,968 shares of VBK stock, worth $2.75 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
8,968
Previous 9,294
3.51%
Holding current value
$2.75 Million
Previous $2.57 Million
3.73%
% of portfolio
1.26%
Previous 1.28%
Shares
16 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio