Lutz Financial Services LLC Vanguard Small Cap Value ETF Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 24,612 shares of VBR stock, worth $4.58 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
24,612
Previous 24,758
0.59%
Holding current value
$4.58 Million
Previous $4.97 Million
1.87%
% of portfolio
0.39%
Previous 0.4%
Shares
23 transactions
Others Institutions Holding VBR
# of Institutions
1,708Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.43 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$744 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$718 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$660 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$447 Million0.45% of portfolio