Wealth Preservation Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 3,747 shares of VBR stock, worth $769,858. This represents 0.46% of its overall portfolio holdings.
Number of Shares
3,747
Previous 3,746
0.03%
Holding current value
$769,858
Previous $731 Million
7.05%
% of portfolio
0.46%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,793Shares Held
91.3MCall 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