Adviser Investments LLC Vanguard Small Cap Value ETF Transaction History
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
A detailed history of Adviser Investments LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Adviser Investments LLC holds 411,046 shares of VBR stock, worth $77 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
411,046
Previous 377,173
8.98%
Holding current value
$77 Million
Previous $75.7 Million
7.57%
% of portfolio
1.01%
Previous 0.95%
Shares
23 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio