Waypoint Wealth Counsel Vanguard Small Cap ETF Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 16,206 shares of VB stock, worth $3.48 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
16,206
Previous 14,022
15.58%
Holding current value
$3.48 Million
Previous $3.37 Billion
6.66%
% of portfolio
2.26%
Previous 2.2%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,345Shares Held
159MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.33 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.62 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.57 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.22 Billion0.32% of portfolio
-
Envestnet Asset Management Inc4.96MShares$1.07 Billion0.37% of portfolio