Optivise Advisory Services LLC Vanguard Small Cap ETF Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,008 shares of VB stock, worth $251,808. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,008

Previous 1,002 0.6%

Holding current value

$251,808

Previous $255 Million 2.1%

% of portfolio

0.15%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$248.1 - $260.08 $1,488 - $1,560	6 Added 0.6%	1,008 $260 Million
Q3 2025 Oct 17, 2025	BUY	$237.58 - $259.17 $712 - $777	3 Added 0.3%	1,002 $255 Million
Q1 2025 Apr 18, 2025	BUY	$217.89 - $252.64 $1,089 - $1,263	5 Added 0.5%	999 $221 Million
Q4 2024 Feb 13, 2025	BUY	$233.76 - $261.58 $24,778 - $27,727	106 Added 11.94%	994 $239 Million
Q3 2024 Nov 12, 2024	BUY	$214.77 - $237.72 $190,715 - $211,095	888 New	888 $211 Million

Others Institutions Holding VB

# of Institutions

2,490

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Optivise Advisory Services LLC Vanguard Small Cap ETF Transaction History