Hapanowicz & Associates Financial Services, Inc Vanguard Small Cap Value ETF Transaction History

Hapanowicz & Associates Financial Services, Inc

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	$166.46 - $180.76 $205,245 - $222,877	-1,233 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$139.89 - $172.72 $172,484 - $212,963	1,233 New	1,233 $204,000

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

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