Leo Wealth, LLC Vanguard Small Cap ETF Transaction History

Leo Wealth, LLC

$1.38 Trillion
Q4 2025

A detailed history of Leo Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 2,481 shares of VB stock, worth $619,778. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,481

Holding current value

$619,778

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$248.1 - $260.08 $615,536 - $645,258	2,481 New	2,481 $640 Million
Q2 2025 Jul 23, 2025	BUY	$193.73 - $237.37 $389,978 - $477,825	2,013 New	2,013 $477 Million

Others Institutions Holding VB

# of Institutions

2,490

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

Bank Of America Corp Charlotte, NC

23.5M
Shares

$5.86 Billion
0.42% of portfolio
Morgan Stanley New York, NY

7.78M
Shares

$1.94 Billion
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$1.53 Billion
0.31% of portfolio
Envestnet Asset Management Inc

4.31M
Shares

$1.08 Billion
0.34% of portfolio
Lpl Financial LLC Fort Mill, SC

3.97M
Shares

$991 Million
0.32% of portfolio

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
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