Wealth Preservation Advisors, LLC Vanguard Small Cap Growth ETF Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,301 shares of VBK stock, worth $379,514. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,301
Previous 1,277
1.88%
Holding current value
$379,514
Previous $354 Million
9.54%
% of portfolio
0.23%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VBK
# of Institutions
1,278Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio