Marietta Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Marietta Wealth Management, LLC
- $667 Million
- Q3 2024
A detailed history of Marietta Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 82,833 shares of VB stock, worth $20.2 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
82,833
Previous 79,625
4.03%
Holding current value
$20.2 Million
Previous $17.4 Million
13.17%
% of portfolio
2.95%
Previous 2.79%
Shares
19 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio