Topsail Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 9,071 shares of VBR stock, worth $1.7 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,071
Previous 9,071
-0.0%
Holding current value
$1.7 Million
Previous $1.8 Billion
6.0%
% of portfolio
0.34%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,704Shares Held
92.7MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.18 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$781 Million2.15% of portfolio
-
Morgan Stanley New York, NY3.93MShares$736 Million0.05% of portfolio
-
Betterment LLC New York, NY3.35MShares$627 Million1.48% of portfolio
-
Wells Fargo & Company San Francisco, CA1.8MShares$336 Million0.08% of portfolio