San Luis Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
San Luis Wealth Advisors LLC
- $465 Million
- Q2 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 38,583 shares of VBR stock, worth $7.71 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
38,583Holding current value
$7.71 Million% of portfolio
1.62%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,718Shares Held
92.9MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.4 Billion0.26% of portfolio
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Assetmark, Inc4.17MShares$834 Million2.15% of portfolio
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Morgan Stanley New York, NY3.93MShares$785 Million0.05% of portfolio
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Betterment LLC New York, NY3.35MShares$670 Million1.48% of portfolio
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Wells Fargo & Company San Francisco, CA1.8MShares$359 Million0.08% of portfolio