Aegis Wealth Management LLC Vanguard Small Cap Value ETF Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 11,137 shares of VBR stock, worth $2.33 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
11,137
Previous 11,137 -0.0%
Holding current value
$2.33 Million
Previous $2.07 Billion -0.0%
% of portfolio
1.24%
Previous 1.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$183.02 - $207.75 $195,465 - $221,877
1,068 Added 10.61%
11,137 $2.07 Billion
Q4 2024

Mar 07, 2025
BUY
$197.36 - $217.3 $1.99 Million - $2.19 Million
10,069 New
10,069 $2 Billion

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email