Bwm Planning, LLC Vanguard Small Cap Value ETF Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,615 shares of VBR stock, worth $335,500. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,615

Holding current value

$335,500

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$179.99 - $201.6 $290,683 - $325,584	1,615 New	1,615 $324 Million

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

93.4M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.83 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$793 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$780 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$768 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$495 Million
0.49% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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