Inspirion Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Inspirion Wealth Advisors, LLC
- $777 Million
- Q3 2025
A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 224,362 shares of VBR stock, worth $46.1 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
224,362
Previous 231,924
3.26%
Holding current value
$46.1 Million
Previous $45.2 Million
3.54%
% of portfolio
6.03%
Previous 6.22%
Shares
33 transactions
Others Institutions Holding VBR
# of Institutions
1,797Shares Held
91.8MCall 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