Bwm Planning, LLC Vanguard Small Cap Value ETF Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,615 shares of VBR stock, worth $331,058. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,615

Holding current value

$331,058

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$179.99 - $201.6 $290,683 - $325,584	1,615 New	1,615 $324 Million

Others Institutions Holding VBR

# of Institutions

1,476

Shares Held

90.4M

Call Options Held

44.8K

Put Options Held

24K

Bank Of America Corp Charlotte, NC

16.8M
Shares

$3.44 Billion
0.27% of portfolio
Morgan Stanley New York, NY

3.88M
Shares

$795 Million
0.06% of portfolio
Betterment LLC New York, NY

3.83M
Shares

$786 Million
1.81% of portfolio
Assetmark, Inc

3.68M
Shares

$754 Million
2.09% of portfolio
Jones Financial Companies Lllp

2.35M
Shares

$482 Million
0.5% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account