Wolff Financial Management LLC Vanguard Small Cap ETF Transaction History
Wolff Financial Management LLC
- $387 Million
- Q2 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 113,611 shares of VB stock, worth $27.3 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
113,611
Previous 111,425
1.96%
Holding current value
$27.3 Million
Previous $24.7 Million
8.97%
% of portfolio
6.95%
Previous 6.84%
Shares
24 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio