Yoffe Investment Management, LLC Vanguard Small Cap ETF Transaction History
Yoffe Investment Management, LLC
- $76.9 Billion
- Q3 2025
A detailed history of Yoffe Investment Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 14,337 shares of VB stock, worth $3.58 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
14,337
Previous 14,459
0.84%
Holding current value
$3.58 Million
Previous $3.43 Billion
6.39%
% of portfolio
4.74%
Previous 4.69%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
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