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 $45.2 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
224,362
Previous 231,924
3.26%
Holding current value
$45.2 Million
Previous $45.2 Million
3.54%
% of portfolio
6.03%
Previous 6.22%
Shares
33 transactions
Others Institutions Holding VBR
# of Institutions
1,759Shares Held
91.2MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.07 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$878 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$779 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$645 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$364 Million0.08% of portfolio