Fairview Capital Investment Management, LLC Vanguard Small Cap Value ETF Transaction History

Fairview Capital Investment Management, LLC

$1.67 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$146.67 - $178.24 $55,001 - $66,840	375 Added 32.61%	1,525 $228,000
Q1 2022 May 16, 2022	BUY	$165.62 - $182.58 $190,463 - $209,967	1,150 New	1,150 $202,000

Others Institutions Holding VBR

# of Institutions

1,541

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.98 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$824 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$811 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$798 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$514 Million
0.49% 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 Fairview Capital Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairview Capital Investment Management, LLC with notifications on news.

Account