Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Small Cap Value ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 115,912 shares of VBR stock, worth $21.5 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
115,912
Previous 119,061
2.64%
Holding current value
$21.5 Million
Previous $23.9 Million
3.91%
% of portfolio
0.63%
Previous 0.67%
Shares
32 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