Values Added Financial LLC Vanguard Small Cap ETF Transaction History
Values Added Financial LLC
- $206 Billion
- Q2 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 1,441 shares of VB stock, worth $371,749. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,441
Previous 2,050
29.71%
Holding current value
$371,749
Previous $455 Million
24.88%
% of portfolio
0.17%
Previous 0.25%
Shares
5 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