Windsor Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Windsor Advisory Group, LLC
- $77.4 Billion
- Q1 2025
A detailed history of Windsor Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,720 shares of VBR stock, worth $539,267. This represents 0.65% of its overall portfolio holdings.
Number of Shares
2,720
Previous 2,720
-0.0%
Holding current value
$539,267
Previous $539 Million
6.0%
% of portfolio
0.65%
Previous 0.63%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,734Shares Held
92.8MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$665 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$356 Million0.08% of portfolio