K2 Financial Inc. Vanguard Small Cap Value ETF Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, K2 Financial Inc. holds 2,740 shares of VBR stock, worth $508,352. This represents 0.54% of its overall portfolio holdings.

Number of Shares

2,740

Holding current value

$508,352

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$197.36 - $217.3 $540,766 - $595,402	2,740 New	2,740 $540 Million

Others Institutions Holding VBR

# of Institutions

1,708

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

Bank Of America Corp Charlotte, NC

18.5M
Shares

$3.42 Billion
0.31% of portfolio
Assetmark, Inc

4M
Shares

$742 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.86M
Shares

$716 Million
0.05% of portfolio
Betterment LLC New York, NY

3.55M
Shares

$658 Million
1.69% of portfolio
Jones Financial Companies Lllp

2.4M
Shares

$445 Million
0.45% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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