Vsm Wealth Advisory, LLC Vanguard Small Cap ETF Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 55,007 shares of VB stock, worth $13.7 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
55,007
Previous 380
14375.53%
Holding current value
$13.7 Million
Previous $105 Million
13198.59%
% of portfolio
4.35%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio