Bartlett & Co. Wealth Management LLC Vanguard Small Cap Value ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 76,350 shares of VBR stock, worth $15.3 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
76,350
Previous 76,885
0.7%
Holding current value
$15.3 Million
Previous $14.8 Billion
5.01%
% of portfolio
0.21%
Previous 0.23%
Shares
24 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio