National Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,577 shares of VBR stock, worth $529,470. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,577
Previous 2,646 2.61%
Holding current value
$529,470
Previous $552 Million 1.17%
% of portfolio
0.19%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$201.42 - $211.15 $13,897 - $14,569
-69 Reduced 2.61%
2,577 $546 Million
Q3 2025

Oct 31, 2025
BUY
$195.41 - $212.37 $517,054 - $561,931
2,646 New
2,646 $552 Million

Others Institutions Holding VBR

# of Institutions
1,802
Shares Held
91.6M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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