Values Added Financial LLC Vanguard Small Cap ETF Transaction History
Values Added Financial LLC
- $180 Billion
- Q1 2025
A detailed history of Values Added Financial LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 2,050 shares of VB stock, worth $443,107. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,050
Previous 1,065
92.49%
Holding current value
$443,107
Previous $256 Million
77.64%
% of portfolio
0.25%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
160MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.36 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.63 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.59 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.23 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio