Valeo Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 28,571 shares of VBR stock, worth $5.69 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
28,571
Previous 26,979
5.9%
Holding current value
$5.69 Million
Previous $4.92 Million
16.49%
% of portfolio
0.15%
Previous 0.14%
Shares
29 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.67 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$760 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$748 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$736 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$474 Million0.49% of portfolio