Pathstone Family Office, LLC Vanguard Small Cap Value ETF Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pathstone Family Office, LLC holds 96,149 shares of VBR stock, worth $17.5 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
96,149
Previous 27,934
244.2%
Holding current value
$17.5 Million
Previous $4.62 Million
231.9%
% of portfolio
0.1%
Previous 0.07%
Shares
17 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$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio