Smith & Howard Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Smith & Howard Wealth Management, LLC
- $323 Million
- Q2 2025
A detailed history of Smith & Howard Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 51,657 shares of VB stock, worth $13.3 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
51,657
Previous 46,874
10.2%
Holding current value
$13.3 Million
Previous $10.4 Million
17.77%
% of portfolio
3.79%
Previous 2.86%
Shares
25 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.26 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio