Legacy Financial Group LLC Vanguard Small Cap ETF Transaction History
Legacy Financial Group LLC
- $614 Million
- Q3 2025
A detailed history of Legacy Financial Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Legacy Financial Group LLC holds 144,901 shares of VB stock, worth $36.2 Million. This represents 6.0% of its overall portfolio holdings.
Number of Shares
144,901
Previous 143,610
0.9%
Holding current value
$36.2 Million
Previous $34 Million
8.27%
% of portfolio
6.0%
Previous 5.76%
Shares
20 transactions
Others Institutions Holding VB
# of Institutions
2,484Shares Held
164MCall 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