Wescott Financial Advisory Group, LLC Vanguard Small Cap ETF Transaction History
Wescott Financial Advisory Group, LLC
- $932 Million
- Q2 2025
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,767 shares of VB stock, worth $717,427. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,767
Previous 2,795
1.0%
Holding current value
$717,427
Previous $619,000
5.82%
% of portfolio
0.07%
Previous 0.07%
Shares
14 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