Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

VBVB
26 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANGUARD SMALL-CAP VIPERS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 247,593 shares of VB (VANGUARD SMALL-CAP VIPERS), worth $73.8M as of 2026-Q2. The position was increased (+8.6% shares). VB represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$73.8M

Current Shares

247,593

Total Value Change

+$71.4M

Total Shares Change

+228,922

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
247,593
+8.6%
$73.8M0.1%$303.12
39
2026-Q1
Decreased
228,029
-42.7%
$60.4M0.1%$274.02
0
2025-Q4
Increased
398,194
+2.1%
$107.3M0.1%$260.47
37
2025-Q3
Increased
390,154
+1.4%
$99.8M0.2%$253.23
36
2025-Q2
Increased
384,718
+53.3%
$93.6M0.2%$235.00
50
2025-Q1
Increased
251,025
+13.6%
$55.7M0.1%$219.42
40
2024-Q4
Increased
220,939
+11.4%
$53.1M0.1%$236.74
39
2024-Q3
Increased
198,349
+3.9%
$47.1M0.1%$232.90
36
2024-Q2
Increased
190,961
+3.6%
$41.6M0.1%$213.56
30
2024-Q1
Increased
184,250
+62.8%
$42.1M0.1%$223.02
51
2023-Q4
Increased
113,201
+3.5%
$24.1M0.1%$207.51
30
2023-Q3
Increased
109,405
+2288.8%
$20.7M0.1%$182.97
46
2023-Q2
Decreased
4,580
-22.4%
$910,8900.0%$190.65
0
2023-Q1
Increased
5,900
+7.4%
$1.1M0.0%$178.48
27
2022-Q4
Increased
5,492
+7.5%
$1.1M0.0%$175.52
27
2022-Q3
Decreased
5,108
-12.0%
$897,0000.0%$163.54
0
2022-Q2
Decreased
5,802
-8.8%
$1.1M0.0%$168.49
0
2022-Q1
Decreased
6,364
-2.9%
$1.4M0.0%$203.46
0
2021-Q4
Decreased
6,551
-1.0%
$1.4M0.0%$213.12
0
2021-Q3
Increased
6,617
+1.4%
$1.5M0.0%$207.85
26
2021-Q2
Decreased
6,527
-10.3%
$1.4M0.0%$210.61
0
2021-Q1
Decreased
7,274
-13.3%
$1.6M0.0%$198.15
0
2020-Q4
Decreased
8,386
-5.2%
$1.7M0.0%$181.10
0
2020-Q3
Decreased
8,849
-5.3%
$1.5M0.0%$141.78
0
2020-Q2
Decreased
9,344
-50.0%
$1.4M0.0%$132.65
0
2020-Q1
New
18,671
-
$2.4M0.1%$107.44
36

Other major holders of VB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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