United Financial Planning Group LLC Vanguard Small Cap Value ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 97 shares of VBR stock, worth $20,327. This represents 0.02% of its overall portfolio holdings.
Number of Shares
97Holding current value
$20,327% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,795Shares Held
91.2MCall Options Held
57.9KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.19 Billion0.22% of portfolio
-
Assetmark, Inc4.27MShares$894 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.87MShares$810 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$650 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$372 Million0.07% of portfolio