Tortoise Investment Management, LLC Vanguard Small Cap Value ETF Transaction History
Tortoise Investment Management, LLC
- $798 Million
- Q1 2024
A detailed history of Tortoise Investment Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 33,932 shares of VBR stock, worth $6.16 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
33,932
Previous 32,858
3.27%
Holding current value
$6.16 Million
Previous $5.91 Million
10.1%
% of portfolio
0.82%
Previous 0.82%
Shares
28 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio