Wells Financial Advisors Inc Vanguard Small Cap ETF Transaction History
Wells Financial Advisors Inc
- $72.3 Million
- Q3 2025
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 9,778 shares of VB stock, worth $2.54 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
9,778
Previous 10,458
6.5%
Holding current value
$2.54 Million
Previous $2.48 Million
0.32%
% of portfolio
3.44%
Previous 3.47%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares 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