Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Small Cap Value ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$150.74 - $165.4 $41,453 - $45,485	275 New	275 $45,000
Q4 2019 Jan 22, 2020	SELL	$123.74 - $138.15 $8,661 - $9,670	-70 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$128.22 - $131.67 $8,975 - $9,216	70 New	70 $9,000

Others Institutions Holding VBR

# of Institutions

1,710

Shares Held

96.2M

Call Options Held

56.1K

Put Options Held

9.5K

Bank Of America Corp Charlotte, NC

18.5M
Shares

$3.49 Billion
0.31% of portfolio
Assetmark, Inc

4M
Shares

$755 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.86M
Shares

$729 Million
0.05% of portfolio
Betterment LLC New York, NY

3.55M
Shares

$670 Million
1.69% of portfolio
Jones Financial Companies Lllp

2.4M
Shares

$453 Million
0.45% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account