Vision Point Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,132 shares of VBR stock, worth $863,505. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,132
Previous 3,910
5.68%
Holding current value
$863,505
Previous $762,000
13.12%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,768Shares Held
91MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio