O'Connor Financial Group LLC Vanguard Small Cap Value ETF Transaction History
O'Connor Financial Group LLC
- $168 Billion
- Q1 2024
A detailed history of O'Connor Financial Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 18,706 shares of VBR stock, worth $3.37 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
18,706
Previous 31,033
39.72%
Holding current value
$3.37 Million
Previous $5.59 Billion
35.74%
% of portfolio
2.14%
Previous 3.45%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio