Confluence Wealth Services, Inc. Vanguard Small Cap Growth ETF Transaction History
Confluence Wealth Services, Inc.
- $2.05 Billion
- Q4 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 817 shares of VBK stock, worth $238,327. This represents 0.01% of its overall portfolio holdings.
Number of Shares
817
Previous 834
2.04%
Holding current value
$238,327
Previous $248,000
4.03%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,297Shares Held
45.4MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.56MShares$456 Million0.96% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio