Holos Integrated Wealth LLC Vanguard Small Cap Growth ETF Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 711 shares of VBK stock, worth $207,405. This represents 0.12% of its overall portfolio holdings.
Number of Shares
711
Previous 711
-0.0%
Holding current value
$207,405
Previous $210 Million
4.18%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,280Shares Held
45.2MCall 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, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio