United Financial Planning Group LLC Vanguard Small Cap ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 8,663 shares of VB stock, worth $2.22 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
8,663Holding current value
$2.22 Million% of portfolio
1.39%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,472Shares Held
164MCall Options Held
73.6KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC24.3MShares$6.21 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$1.98 Billion0.12% of portfolio
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Wells Fargo & Company San Francisco, CA6.11MShares$1.57 Billion0.31% of portfolio
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Envestnet Asset Management Inc4.31MShares$1.1 Billion0.34% of portfolio
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Lpl Financial LLC Fort Mill, SC3.97MShares$1.02 Billion0.32% of portfolio