Grey Fox Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Grey Fox Wealth Advisors, LLC
- $365 Billion
- Q4 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 104,799 shares of VBR stock, worth $19.8 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
104,799
Previous 102,565
2.18%
Holding current value
$19.8 Million
Previous $20.6 Billion
0.85%
% of portfolio
5.69%
Previous 5.74%
Shares
9 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.48 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$755 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$728 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$670 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$453 Million0.45% of portfolio