Clear Point Advisors Inc. Vanguard Small Cap Value ETF Transaction History
Clear Point Advisors Inc.
- $119 Billion
- Q2 2025
A detailed history of Clear Point Advisors Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 5,648 shares of VBR stock, worth $1.12 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
5,648
Previous 5,700
0.91%
Holding current value
$1.12 Million
Previous $1.06 Billion
3.73%
% of portfolio
0.93%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,734Shares Held
92.8MCall 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$356 Million0.08% of portfolio