K2 Financial Inc. Vanguard Small Cap Value ETF Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, K2 Financial Inc. holds 2,740 shares of VBR stock, worth $557,398. This represents 0.54% of its overall portfolio holdings.

Number of Shares

2,740

Holding current value

$557,398

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$197.36 - $217.3 $540,766 - $595,402	2,740 New	2,740 $540 Million

Others Institutions Holding VBR

# of Institutions

1,625

Shares Held

95.5M

Call Options Held

53.2K

Put Options Held

18.8K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.75 Billion
0.31% of portfolio
Assetmark, Inc

4M
Shares

$813 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$764 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$752 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.4M
Shares

$488 Million
0.45% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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