Lord & Richards Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Lord & Richards Wealth Management, LLC

  • $116 Billion
  • Q4 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 7,535 shares of VB stock, worth $1.88 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
7,535
Previous 4,812 56.59%
Holding current value
$1.88 Million
Previous $1.22 Billion 58.86%
% of portfolio
1.67%
Previous 1.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$248.1 - $260.08 $675,576 - $708,197
2,723 Added 56.59%
7,535 $1.94 Billion
Q3 2025

Nov 04, 2025
BUY
$237.58 - $259.17 $90,280 - $98,484
380 Added 8.57%
4,812 $1.22 Billion
Q2 2025

Aug 05, 2025
BUY
$193.73 - $237.37 $130,186 - $159,512
672 Added 17.87%
4,432 $1.05 Billion
Q1 2025

May 02, 2025
BUY
$217.89 - $252.64 $431,857 - $500,732
1,982 Added 111.47%
3,760 $834 Million
Q4 2024

Jan 30, 2025
BUY
$233.76 - $261.58 $415,625 - $465,089
1,778 New
1,778 $427 Million

Others Institutions Holding VB

# of Institutions
2,490
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email