Burling Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Burling Wealth Partners, LLC
- $604 Billion
- Q3 2025
A detailed history of Burling Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 1,990 shares of VBR stock, worth $408,865. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,990
Previous 1,990
-0.0%
Holding current value
$408,865
Previous $388 Million
7.03%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,796Shares Held
91.8MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio