Smallwood Wealth Investment Management, LLC Vanguard Small Cap ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 465 shares of VB stock, worth $120,565. This represents 0.06% of its overall portfolio holdings.
Number of Shares
465
Previous 464
0.22%
Holding current value
$120,565
Previous $109,000
8.26%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,435Shares Held
167MCall 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