Coordinated Financial Services, Inc. Vanguard Small Cap Value ETF Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 6,154 shares of VBR stock, worth $1.3 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
6,154
Previous 5,162
19.22%
Holding current value
$1.3 Million
Previous $1.02 Billion
17.32%
% of portfolio
0.83%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,756Shares Held
91.2MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.22 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$921 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$816 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$676 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$382 Million0.08% of portfolio