Tobias Financial Advisors, Inc. Vanguard Small Cap ETF Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 1,142 shares of VB stock, worth $294,476. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,142
Previous 1,039
9.91%
Holding current value
$294,476
Previous $230,000
17.39%
% of portfolio
0.05%
Previous 0.05%
Shares
4 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$6.25 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$1.33 Billion0.38% of portfolio