Wolff Financial Management LLC Vanguard Small Cap ETF Transaction History
Wolff Financial Management LLC
- $418 Million
- Q3 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Wolff Financial Management LLC holds 117,701 shares of VB stock, worth $29.4 Million. This represents 7.16% of its overall portfolio holdings.
Number of Shares
117,701
Previous 113,611
3.6%
Holding current value
$29.4 Million
Previous $26.9 Million
11.16%
% of portfolio
7.16%
Previous 6.95%
Shares
25 transactions
Others Institutions Holding VB
# of Institutions
2,484Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio