Wealth Architects, LLC Vanguard Small Cap Value ETF Transaction History
Wealth Architects, LLC
- $963 Million
- Q3 2025
A detailed history of Wealth Architects, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 133,972 shares of VBR stock, worth $27.5 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
133,972
Previous 134,344
0.28%
Holding current value
$27.5 Million
Previous $26.2 Million
6.73%
% of portfolio
2.9%
Previous 2.89%
Shares
35 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