National Wealth Management Group, LLC Vanguard Small Cap Value ETF Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,646 shares of VBR stock, worth $543,647. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,646Holding current value
$543,647% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,796Shares Held
91.8MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
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Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
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Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio