Family Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Family Wealth Partners, LLC
- $267 Billion
- Q3 2025
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 28,473 shares of VB stock, worth $7.11 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
28,473
Previous 27,575
3.26%
Holding current value
$7.11 Million
Previous $6.53 Billion
10.8%
% of portfolio
2.71%
Previous 2.62%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,481Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
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