Holos Integrated Wealth LLC Vanguard Small Cap ETF Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 9,044 shares of VB stock, worth $2.26 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
9,044
Previous 9,381
3.59%
Holding current value
$2.26 Million
Previous $2.33 Billion
1.64%
% of portfolio
1.32%
Previous 1.37%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,499Shares Held
165MCall 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