Yukon Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History
Yukon Wealth Management, Inc.
- $305 Billion
- Q3 2025
A detailed history of Yukon Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Yukon Wealth Management, Inc. holds 3,335 shares of VBR stock, worth $685,209. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,335
Previous 3,335
-0.0%
Holding current value
$685,209
Previous $650 Million
7.03%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,808Shares 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, Inc4.38MShares$900 Million1.9% 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