Coordinated Financial Services, Inc. Vanguard Small Cap Value ETF Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 6,427 shares of VBR stock, worth $1.32 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
6,427
Previous 6,154
4.44%
Holding current value
$1.32 Million
Previous $1.2 Billion
11.77%
% of portfolio
0.86%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,795Shares 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