Mosaic Family Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 117,079 shares of VBK stock, worth $32.3 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
117,079
Previous 115,487
1.38%
Holding current value
$32.3 Million
Previous $30.9 Billion
6.19%
% of portfolio
4.73%
Previous 4.58%
Shares
9 transactions
Others Institutions Holding VBK
# of Institutions
1,221Shares Held
46.3MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.64 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$528 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$497 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$466 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$403 Million1.12% of portfolio