Inves Trust Vanguard Small Cap Value ETF Transaction History
Inves Trust
- $366 Billion
- Q1 2025
A detailed history of Inves Trust transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Inves Trust holds 8,328 shares of VBR stock, worth $1.5 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,328
Previous 8,173
1.9%
Holding current value
$1.5 Million
Previous $1.62 Billion
3.95%
% of portfolio
0.42%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,691Shares Held
95.1MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.32 Billion0.31% of portfolio
-
Assetmark, Inc4.17MShares$751 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.86MShares$694 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$638 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$432 Million0.45% of portfolio