Punch & Associates Investment Management, Inc. Vanguard Small Cap Value ETF Call Options Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $1.43 Million - $1.75 Million	9,607 New	9,607 $1.73 Million

Others Institutions Holding VBR

# of Institutions

1,646

Shares Held

100M

Call Options Held

53.2K

Put Options Held

18.8K

Bank Of America Corp Charlotte, NC

18.4M
Shares

$3.75 Billion
0.31% of portfolio
Brooklyn Fi, LLC New York, NY

4.4M
Shares

$895 Million
4.76% of portfolio
Assetmark, Inc

4M
Shares

$813 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.76M
Shares

$764 Million
0.06% of portfolio
Betterment LLC New York, NY

3.7M
Shares

$752 Million
1.78% of portfolio

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About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
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