Burling Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History
Burling Wealth Partners, LLC
- $542 Billion
- Q2 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 $394,935. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,990
Previous 1,990
-0.0%
Holding current value
$394,935
Previous $371 Million
4.68%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,733Shares Held
93MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$665 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$357 Million0.08% of portfolio