Wambolt & Associates, LLC Vanguard Small Cap ETF Transaction History
Wambolt & Associates, LLC
- $293 Million
- Q2 2025
A detailed history of Wambolt & Associates, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wambolt & Associates, LLC holds 31,551 shares of VB stock, worth $8.18 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
31,551
Previous 31,083
1.51%
Holding current value
$8.18 Million
Previous $6.89 Million
8.47%
% of portfolio
2.55%
Previous 2.37%
Shares
25 transactions
Others Institutions Holding VB
# of Institutions
2,411Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio