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 $3.56 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

17,594

Holding current value

$3.56 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

1,695

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

Bank Of America Corp Charlotte, NC

18.5M
Shares

$3.73 Billion
0.31% of portfolio
Brooklyn Fi, LLC New York, NY

4.4M
Shares

$890 Million
4.76% of portfolio
Assetmark, Inc

4M
Shares

$808 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.86M
Shares

$780 Million
0.05% of portfolio
Betterment LLC New York, NY

3.55M
Shares

$717 Million
1.69% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.

Account