J.W. Cole Advisors, Inc. Vanguard Small Cap Value ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 13,837 shares of VBR stock, worth $2.76 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,837
Previous 15,556
11.05%
Holding current value
$2.76 Million
Previous $2.98 Million
15.38%
% of portfolio
0.12%
Previous 0.15%
Shares
20 transactions
Others Institutions Holding VBR
# of Institutions
1,462Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$775 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$766 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$735 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$470 Million0.5% of portfolio