Lwm Advisors Inc Vanguard Small Cap Value ETF Transaction History
Lwm Advisors Inc
- $104 Billion
- Q2 2025
A detailed history of Lwm Advisors Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 1,545 shares of VBR stock, worth $308,582. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,545
Previous 1,545
-0.0%
Holding current value
$308,582
Previous $287 Million
4.99%
% of portfolio
0.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.8MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.4 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$834 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$785 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$670 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$359 Million0.08% of portfolio