Coordinated Financial Services, Inc./Co Vanguard Small Cap Value ETF Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 5,366 shares of VBR stock, worth $1.06 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
5,366
Previous 5,104
5.13%
Holding current value
$1.06 Million
Previous $932 Million
7.3%
% of portfolio
0.77%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,733Shares Held
93MCall 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$357 Million0.08% of portfolio