Inves Trust Vanguard Small Cap Value ETF Transaction History
Inves Trust
- $259 Billion
- Q4 2025
A detailed history of Inves Trust transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Inves Trust holds 8,583 shares of VBR stock, worth $1.76 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
8,583
Previous 8,449
1.59%
Holding current value
$1.76 Million
Previous $1.76 Billion
3.09%
% of portfolio
0.7%
Previous 0.65%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,799Shares Held
91.3MCall 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