New Edge Advisors, LLC Vanguard Small Cap Value ETF Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 144,361 shares of VBR stock, worth $29.7 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
144,361
Previous 142,693
1.17%
Holding current value
$29.7 Million
Previous $27.8 Million
8.28%
% of portfolio
0.15%
Previous 0.15%
Shares
35 transactions
Others Institutions Holding VBR
# of Institutions
1,794Shares 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