Kovitz Investment Group Partners, LLC Vanguard Small Cap Value ETF Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 50,798 shares of VBR stock, worth $10.4 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
50,798
Previous 2,787
1722.68%
Holding current value
$10.4 Million
Previous $508,000
1907.68%
% of portfolio
0.07%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding VBR
# of Institutions
1,584Shares Held
92.8MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.78 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$783 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$770 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$758 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$489 Million0.49% of portfolio