Inves Trust Vanguard Small Cap Value ETF Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Inves Trust holds 8,173 shares of VBR stock, worth $1.64 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

8,173

Holding current value

$1.64 Million

% of portfolio

0.45%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$197.36 - $217.3 $1.61 Million - $1.78 Million	8,173 New	8,173 $1.62 Billion

Others Institutions Holding VBR

# of Institutions

1,676

Shares Held

99.9M

Call Options Held

53.2K

Put Options Held

18.8K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.71 Billion
0.31% of portfolio
Brooklyn Fi, LLC New York, NY

4.4M
Shares

$885 Million
4.76% of portfolio
Assetmark, Inc

4M
Shares

$804 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$755 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$743 Million
1.78% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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