First Ascent Asset Management, LLC Vanguard Small Cap Value ETF Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 49,223 shares of VBR stock, worth $9.47 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
49,223
Previous 48,424
1.65%
Holding current value
$9.47 Million
Previous $7.72 Billion
14.7%
% of portfolio
0.99%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding VBR
# of Institutions
1,460Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.23 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$738 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$708 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$453 Million0.5% of portfolio