Mps Loria Financial Planners, LLC Vanguard Small Cap ETF Transaction History

Mps Loria Financial Planners, LLC

$367 Million
Q3 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 149,475 shares of VB stock, worth $37.3 Million. This represents 10.36% of its overall portfolio holdings.

Number of Shares

149,475

Previous 146,339 2.14%

Holding current value

$37.3 Million

Previous $34.7 Million 9.6%

% of portfolio

10.36%

Previous 10.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$237.58 - $259.17 $745,050 - $812,757	3,136 Added 2.14%	149,475 $38 Million
Q2 2025 Jul 29, 2025	SELL	$193.73 - $237.37 $746,829 - $915,061	-3,855 Reduced 2.57%	146,339 $34.7 Million
Q1 2025 Apr 22, 2025	BUY	$217.89 - $252.64 $1.76 Million - $2.04 Million	8,079 Added 5.68%	150,194 $33.3 Million
Q4 2024 Jan 14, 2025	SELL	$233.76 - $261.58 $135,347 - $151,454	-579 Reduced 0.41%	142,115 $34.1 Million
Q3 2024 Oct 21, 2024	BUY	$214.77 - $237.72 $874,543 - $967,995	4,072 Added 2.94%	142,694 $33.8 Million

Q2 2024 Jul 10, 2024	BUY	$210.76 - $226.94 $29.2 Million - $31.5 Million	138,622 New	138,622 $30.2 Million

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Mps Loria Financial Planners, LLC Vanguard Small Cap ETF Transaction History