Sage View Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Sage View Advisory Group, LLC
- $1.98 Trillion
- Q1 2024
A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 470,292 shares of VBR stock, worth $88.4 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
470,292
Previous 4,445
10480.25%
Holding current value
$88.4 Million
Previous $797 Million
10237.62%
% of portfolio
4.16%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VBR
# of Institutions
1,443Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.96 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$801 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$782 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$664 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$571 Million0.79% of portfolio