Sierra Ocean, LLC Vanguard Small Cap Value ETF Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sierra Ocean, LLC holds 906 shares of VBR stock, worth $185,793. This represents 0.15% of its overall portfolio holdings.

Number of Shares

906

Holding current value

$185,793

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$197.36 - $217.3 $178,808 - $196,873	906 New	906 $180 Million

Others Institutions Holding VBR

# of Institutions

1,585

Shares Held

93.6M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.78 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$783 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$770 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$758 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$489 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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