Burling Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Burling Wealth Partners, LLC
- $475 Billion
- Q1 2025
A detailed history of Burling Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 1,990 shares of VBR stock, worth $379,552. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,990
Previous 1,990
-0.0%
Holding current value
$379,552
Previous $394 Million
6.0%
% of portfolio
0.08%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.24 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$796 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$750 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$640 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$343 Million0.08% of portfolio