Grey Fox Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Grey Fox Wealth Advisors, LLC
- $375 Billion
- Q1 2025
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 109,424 shares of VBR stock, worth $19.7 Million. This represents 5.44% of its overall portfolio holdings.
Number of Shares
109,424
Previous 104,799
4.41%
Holding current value
$19.7 Million
Previous $20.8 Billion
1.85%
% of portfolio
5.44%
Previous 5.69%
Shares
10 transactions
Others Institutions Holding VBR
# of Institutions
1,703Shares Held
95MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$720 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio