Comprehensive Financial Management LLC Vanguard Small Cap Value ETF Transaction History
Comprehensive Financial Management LLC
- $3.58 Billion
- Q3 2024
A detailed history of Comprehensive Financial Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Comprehensive Financial Management LLC holds 324,376 shares of VBR stock, worth $65.2 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
324,376
Previous 324,376
-0.0%
Holding current value
$65.2 Million
Previous $59.2 Million
10.0%
% of portfolio
1.82%
Previous 2.09%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$479 Million0.49% of portfolio