Whelan Financial Vanguard Small Cap ETF Transaction History
Whelan Financial
- $254 Million
- Q4 2024
A detailed history of Whelan Financial transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Whelan Financial holds 131,607 shares of VB stock, worth $32.6 Million. This represents 12.45% of its overall portfolio holdings.
Number of Shares
131,607
Previous 133,211
1.2%
Holding current value
$32.6 Million
Previous $31.6 Million
0.08%
% of portfolio
12.45%
Previous 13.01%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio