Vest Gen Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 7,632 shares of VBR stock, worth $1.57 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,632
Previous 7,871
3.04%
Holding current value
$1.57 Million
Previous $1.53 Billion
3.78%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,795Shares 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