Valtinson Bruner Financial Planning LLC Vanguard Small Cap ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $272 Million
- Q3 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 19,273 shares of VB stock, worth $4.81 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
19,273
Previous 14,567
32.31%
Holding current value
$4.81 Million
Previous $3.45 Million
41.95%
% of portfolio
1.8%
Previous 1.34%
Shares
24 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