Winch Advisory Services, LLC Vanguard Small Cap Value ETF Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 20 shares of VBR stock, worth $4,109. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 20
-0.0%
Holding current value
$4,109
Previous $3,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,794Shares Held
91.2MCall 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