Cwc Advisors, Llc. Vanguard Small Cap Value ETF Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cwc Advisors, Llc. holds 17,594 shares of VBR stock, worth $3.51 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

17,594

Holding current value

$3.51 Million

% of portfolio

3.49%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$179.99 - $201.6 $3.17 Million - $3.55 Million	17,594 New	17,594 $3.53 Billion

Others Institutions Holding VBR

# of Institutions

1,484

Shares Held

90.5M

Call Options Held

44.8K

Put Options Held

24K

Bank Of America Corp Charlotte, NC

16.8M
Shares

$3.35 Billion
0.27% of portfolio
Morgan Stanley New York, NY

3.88M
Shares

$775 Million
0.06% of portfolio
Betterment LLC New York, NY

3.83M
Shares

$766 Million
1.81% of portfolio
Assetmark, Inc

3.68M
Shares

$735 Million
2.09% of portfolio
Jones Financial Companies Lllp

2.35M
Shares

$470 Million
0.5% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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