Balanced Rock Investment Advisor Vanguard Small Cap ETF Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 3,918 shares of VB stock, worth $971,468. This represents 0.74% of its overall portfolio holdings.
Number of Shares
3,918
Previous 4,075
3.85%
Holding current value
$971,468
Previous $967 Million
2.6%
% of portfolio
0.74%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,297Shares Held
161MCall Options Held
76.8KPut Options Held
29K-
Bank Of America Corp Charlotte, NC24.8MShares$6.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.87 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.82 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.41 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.3 Billion0.42% of portfolio