Uptown Financial Advisors LLC Vanguard Small Cap Value ETF Transaction History

Uptown Financial Advisors LLC

  • $117 Billion
  • Q2 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 1,788 shares of VBR stock, worth $354,846. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,788
Previous 1,788 -0.0%
Holding current value
$354,846
Previous $333 Million 4.68%
% of portfolio
0.3%
Previous 0.34%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 29, 2025
BUY
$197.36 - $217.3 $352,879 - $388,532
1,788 New
1,788 $354 Million

Others Institutions Holding VBR

# of Institutions
1,728
Shares Held
93.4M
Call Options Held
44.4K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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