Long View Wealth Management Vanguard Small Cap Value ETF Transaction History
Long View Wealth Management
- $330 Billion
- Q2 2025
A detailed history of Long View Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 4,728 shares of VBR stock, worth $938,318. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,728
Previous 4,878
3.08%
Holding current value
$938,318
Previous $909 Million
1.46%
% of portfolio
0.28%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,737Shares Held
92.9MCall Options Held
44.4KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.37 Billion0.26% of portfolio
-
Assetmark, Inc4.36MShares$865 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.93MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$665 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$357 Million0.08% of portfolio