Exencial Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 265,115 shares of VBR stock, worth $49.6 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
265,115
Previous 277,892
4.6%
Holding current value
$49.6 Million
Previous $55.8 Million
5.83%
% of portfolio
1.97%
Previous 2.05%
Shares
30 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio