Cassaday & CO Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $4.32 Billion
  • Q3 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,319 shares of VBR stock, worth $271,001. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,319
Holding current value
$271,001
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$195.41 - $212.37 $257,745 - $280,116
1,319 New
1,319 $275,000
Q1 2025

May 05, 2025
BUY
$183.02 - $207.75 $206,446 - $234,342
1,128 New
1,128 $210,000
Q3 2024

Nov 07, 2024
BUY
$179.99 - $201.6 $194,209 - $217,526
1,079 New
1,079 $216,000

Others Institutions Holding VBR

# of Institutions
1,797
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email