Jeppson Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History
Jeppson Wealth Management, LLC
- $308 Million
- Q4 2025
A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,287 shares of VBK stock, worth $375,430. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,287
Previous 1,284
0.23%
Holding current value
$375,430
Previous $382,000
1.83%
% of portfolio
0.12%
Previous 0.12%
Shares
20 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