Mesirow Financial Investment Management Equity & Fixed Income Vanguard Small Cap Value ETF Transaction History

Mesirow Financial Investment Management Equity & Fixed Income

$97.3 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$166.46 - $180.76 $607,579 - $659,774	-3,650 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$81.16 - $120.46 $296,234 - $439,679	3,650 New	3,650 $390,000

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.69 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$764 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$752 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$740 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$477 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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