Modern Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 87,717 shares of VV stock, worth $27.2 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
87,717
Previous 88,315
0.68%
Holding current value
$27.2 Million
Previous $25.2 Million
107077.95%
% of portfolio
0.53%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VV
# of Institutions
1,423Shares Held
107MCall Options Held
20.7KPut Options Held
7K-
Jones Financial Companies Lllp17.3MShares$5.38 Billion3.66% of portfolio
-
Creative Planning Overland Park, KS12.4MShares$3.85 Billion2.96% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.03 Billion15.32% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.68MShares$1.14 Billion0.02% of portfolio
-
Morgan Stanley New York, NY2.83MShares$879 Million0.05% of portfolio