Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Small Cap Value ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 115,912 shares of VBR stock, worth $23.3 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
115,912
Previous 119,061
2.64%
Holding current value
$23.3 Million
Previous $23.9 Million
3.91%
% of portfolio
0.63%
Previous 0.67%
Shares
32 transactions
Others Institutions Holding VBR
# of Institutions
1,646Shares Held
100MCall Options Held
53.2KPut Options Held
18.8K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$885 Million4.76% of portfolio
-
Assetmark, Inc4MShares$804 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio