Benchmark Financial Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Benchmark Financial Wealth Advisors, LLC
- $329 Million
- Q3 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 2,088 shares of VB stock, worth $521,603. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,088
Previous 2,033
2.71%
Holding current value
$521,603
Previous $481,000
10.19%
% of portfolio
0.16%
Previous 0.16%
Shares
5 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