West Financial Advisors, LLC Vanguard Small Cap ETF Transaction History
West Financial Advisors, LLC
- $591 Million
- Q4 2025
A detailed history of West Financial Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 13,034 shares of VB stock, worth $3.26 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
13,034
Previous 13,811
5.63%
Holding current value
$3.26 Million
Previous $3.51 Million
7.26%
% of portfolio
0.55%
Previous 0.58%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,485Shares 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