Merriman Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 218,559 shares of VBR stock, worth $43.8 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
218,559
Previous 219,021
0.21%
Holding current value
$43.8 Million
Previous $42 Million
5.08%
% of portfolio
1.81%
Previous 1.95%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio