Edmonds Duncan Registered Investment Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Edmonds Duncan Registered Investment Advisors, LLC
- $446 Million
- Q3 2024
A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 70,228 shares of VBR stock, worth $13 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
70,228
Previous 66,474
5.65%
Holding current value
$13 Million
Previous $12.1 Million
16.22%
% of portfolio
3.16%
Previous 2.96%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,710Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.42 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$742 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$716 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$658 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$446 Million0.45% of portfolio