Olistico Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Olistico Wealth, LLC

$157 Billion
Q2 2024

A detailed history of Olistico Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 15 shares of VBR stock, worth $2,992. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,992

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$177.65 - $191.11 $2,664 - $2,866	15 New	15 $2.78 Million

Others Institutions Holding VBR

# of Institutions

1,464

Shares Held

90.5M

Call Options Held

44.8K

Put Options Held

20.6K

Bank Of America Corp Charlotte, NC

16.8M
Shares

$3.35 Billion
0.27% of portfolio
Morgan Stanley New York, NY

3.88M
Shares

$774 Million
0.06% of portfolio
Betterment LLC New York, NY

3.83M
Shares

$765 Million
1.81% of portfolio
Assetmark, Inc

3.68M
Shares

$734 Million
2.09% of portfolio
Jones Financial Companies Lllp

2.35M
Shares

$469 Million
0.5% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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