Sage Financial Management Group, Inc. Vanguard Small Cap Value ETF Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 1,427 shares of VBR stock, worth $293,191. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,427
Previous 1,427
-0.0%
Holding current value
$293,191
Previous $278,000
6.83%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,796Shares Held
91.3MCall Options Held
63KPut Options Held
6.8K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio