Claris Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Claris Advisors, LLC
- $167 Million
- Q1 2024
A detailed history of Claris Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Claris Advisors, LLC holds 1,315 shares of VBR stock, worth $236,686. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,315
Previous 1,315
-0.0%
Holding current value
$236,686
Previous $236,000
6.78%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio