Mount Yale Investment Advisors, LLC Vanguard Small Cap ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 791 shares of VB stock, worth $197,599. This represents 0.01% of its overall portfolio holdings.
Number of Shares
791
Previous 32
2371.88%
Holding current value
$197,599
Previous $7,000
2771.43%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares 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