Holos Integrated Wealth LLC Vanguard Small Cap Value ETF Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 1,125 shares of VBR stock, worth $231,142. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,125
Previous 1,125
-0.0%
Holding current value
$231,142
Previous $227 Million
6.45%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,793Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio