Capital Advisory Group Advisory Services, LLC Vanguard Small Cap Value ETF Transaction History

Capital Advisory Group Advisory Services, LLC

$210 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	N/A	-133 Closed	0 $0
Q3 2019 May 28, 2020	BUY	N/A	18 Added 15.65%	133 $17,000
Q2 2018 May 28, 2020	BUY	N/A	115 New	115 $16,000

Others Institutions Holding VBR

# of Institutions

1,442

Shares Held

89.2M

Call Options Held

62.7K

Put Options Held

14.7K

Bank Of America Corp Charlotte, NC

15.8M
Shares

$3.02 Billion
0.29% of portfolio
Betterment LLC New York, NY

4.26M
Shares

$816 Million
2.2% of portfolio
Morgan Stanley New York, NY

4.16M
Shares

$798 Million
0.06% of portfolio
Assetmark, Inc

3.53M
Shares

$677 Million
2.22% of portfolio
Jones Financial Companies Lllp

3.04M
Shares

$582 Million
0.79% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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