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

Hapanowicz & Associates Financial Services, Inc

$175 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	N/A	-1,233 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	N/A	1,233 New	1,233 $204,000

Others Institutions Holding VBR

# of Institutions

1,449

Shares Held

89M

Call Options Held

62.7K

Put Options Held

18.5K

Bank Of America Corp Charlotte, NC

15.8M
Shares

$2.84 Billion
0.29% of portfolio
Betterment LLC New York, NY

4.26M
Shares

$768 Million
2.2% of portfolio
Morgan Stanley New York, NY

4.16M
Shares

$751 Million
0.06% of portfolio
Assetmark, Inc

3.53M
Shares

$637 Million
2.22% of portfolio
Jones Financial Companies Lllp

3.04M
Shares

$547 Million
0.79% of portfolio

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About VANGUARD SMALL-CAP VALUE ETF

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