Trifecta Capital Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Trifecta Capital Advisors, LLC
- $658 Billion
- Q3 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 345 shares of VBR stock, worth $70,883. This represents 0.01% of its overall portfolio holdings.
Number of Shares
345
Previous 345
-0.0%
Holding current value
$70,883
Previous $67.2 Million
7.02%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,797Shares Held
91.8MCall Options Held
70.1KPut Options Held
8.2K-
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