Wells Financial Advisors Inc Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,237 shares of VBK stock, worth $379,016. This represents 0.51% of its overall portfolio holdings.
Number of Shares
1,237
Previous 1,237
-0.0%
Holding current value
$379,016
Previous $342,000
7.6%
% of portfolio
0.51%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio