James Investment Research Inc Vanguard Small Cap Value ETF Transaction History
James Investment Research Inc
- $829 Million
- Q1 2024
A detailed history of James Investment Research Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, James Investment Research Inc holds 24,001 shares of VBR stock, worth $4.36 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
24,001
Previous 30,672
21.75%
Holding current value
$4.36 Million
Previous $5.52 Million
16.58%
% of portfolio
0.56%
Previous 0.7%
Shares
14 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio