Investment Research & Advisory Group, Inc. Vanguard Small Cap Value ETF Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$146.67 - $178.24 $23,467 - $28,518	-160 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$165.62 - $182.58 $26,499 - $29,212	160 New	160 $28,000

Others Institutions Holding VBR

# of Institutions

1,543

Shares Held

92.3M

Call Options Held

53.2K

Put Options Held

22.2K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.8 Billion
0.31% of portfolio
Assetmark, Inc

3.82M
Shares

$787 Million
2.2% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$775 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$762 Million
1.78% of portfolio
Jones Financial Companies Lllp

2.38M
Shares

$491 Million
0.49% of portfolio

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About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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