Aegis Wealth Management LLC Vanguard Small Cap ETF Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 14,245 shares of VB stock, worth $3.56 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
14,245
Previous 20,217
29.54%
Holding current value
$3.56 Million
Previous $4.48 Billion
19.2%
% of portfolio
1.94%
Previous 2.69%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares 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