Patriot Financial Group Insurance Agency, LLC Vanguard Small Cap ETF Transaction History
Patriot Financial Group Insurance Agency, LLC
- $706 Million
- Q3 2025
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 9,017 shares of VB stock, worth $2.25 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,017
Previous 7,382
22.15%
Holding current value
$2.25 Million
Previous $1.75 Million
31.05%
% of portfolio
0.32%
Previous 0.22%
Shares
34 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