Balanced Rock Investment Advisor Vanguard Large Cap ETF Transaction History
Balanced Rock Investment Advisor
- $127 Billion
- Q2 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 8,033 shares of VV stock, worth $2.48 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
8,033
Previous 6,247
28.59%
Holding current value
$2.48 Million
Previous $1.61 Billion
42.73%
% of portfolio
1.8%
Previous 1.28%
Shares
7 transactions
Others Institutions Holding VV
# of Institutions
1,371Shares Held
106MCall Options Held
27.7KPut Options Held
10.6K-
Jones Financial Companies Lllp16.8MShares$5.17 Billion3.65% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$3.88 Billion3.09% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.02 Billion15.14% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.59MShares$1.11 Billion0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$902 Million0.06% of portfolio