Morton Brown Family Wealth, LLC Vanguard Small Cap ETF Transaction History
Morton Brown Family Wealth, LLC
- $348 Million
- Q3 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 8,217 shares of VB stock, worth $2.05 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
8,217
Previous 8,242
0.3%
Holding current value
$2.05 Million
Previous $1.95 Million
6.96%
% of portfolio
0.6%
Previous 0.59%
Shares
16 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