O'Connor Financial Group LLC Vanguard Small Cap Value ETF Transaction History
O'Connor Financial Group LLC
- $238 Billion
- Q3 2025
A detailed history of O'Connor Financial Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 8,406 shares of VBR stock, worth $1.73 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
8,406
Previous 8,463
0.67%
Holding current value
$1.73 Million
Previous $1.71 Billion
2.77%
% of portfolio
0.74%
Previous 0.75%
Shares
11 transactions
Others Institutions Holding VBR
# of Institutions
1,796Shares Held
91.8MCall 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