Baldrige Asset Management LLC Vanguard Small Cap Value ETF Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 64,897 shares of VBR stock, worth $11.3 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
64,897
Previous 64,776
0.19%
Holding current value
$11.3 Million
Previous $10.3 Million
0.17%
% of portfolio
4.23%
Previous 4.58%
Shares
17 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
96.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.22 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$697 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$672 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$618 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$418 Million0.45% of portfolio