New Wave Wealth Advisors LLC Vanguard Small Cap Growth ETF Transaction History
New Wave Wealth Advisors LLC
- $231 Billion
- Q3 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 20,877 shares of VBK stock, worth $6.09 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
20,877
Previous 20,877
-0.0%
Holding current value
$6.09 Million
Previous $5.78 Billion
0.14%
% of portfolio
2.51%
Previous 2.46%
Shares
5 transactions
Others Institutions Holding VBK
# of Institutions
1,278Shares Held
45.2MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio